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Markets Are Underestimating a Prolonged Oil Disruption
Stocks are near all-time highs—even as global tensions and uncertainty continue to build.
Chuck Zodda and Marc Fandetti break down why markets are holding up despite an ongoing blockade in the Strait of Hormuz and rising risks tied to global supply shocks.
Also covered:
Why markets may be underestimating prolonged oil and supply disruptions
The growing risk of repeated supply shocks driving inflation
A debate inside the Fed over rate cuts and AI-driven productivity
What strong earnings expectations mean for stock valuations
Why workers may feel stuck in today’s labor market
From geopolitics…
The skinny
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