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Bauer: "Heavy Pullback" Imminent if Iran Conflict Escalates
Crude oil futures broke above $116 heading into Tuesday's trading session as global markets wait anxiously for a tentative U.S.-Iran conflict resolut…
3 weeks, 6 days ago
Monday's Final Takeaways: Iran Fatigue & Dispersion Returning
Alex Coffey covers Monday's final takeaways and explains how headlines surrounding the U.S.-Iran War are dampening price action throughout Wall Stree…
4 weeks ago
Latham Group CEO on Growth Beyond the Housing Slowdown
Latham Group (SWIM) is gaining share in a tough housing market by leaning into its fiberglass pool niche. CEO Sean Gadd explains how strong execution…
4 weeks ago
Jacobsen: Manufacturing Reawakens, Risks Remain
Brian Jacobsen says U.S. manufacturing is showing early signs of a cyclical rebound after a two‑year slump, even as higher energy costs complicate th…
4 weeks ago
AI Can’t Replace Caregivers: Healthcare Hiring Surges
Barb Clapp explains why healthcare continues to anchor the U.S. labor market even as AI and trade policy disrupt other sectors. The industry added ro…
4 weeks ago
Tchir: 3% to 5% Stock Pullback Likely, Stay Overweight on Energy
Peter Tchir is "highly suspect there will be a ceasefire" in Iran. Another 3% to 5% pullback in stocks is in the cards should the U.S.-Iran War escal…
4 weeks ago
Llerena: Why Panic Isn’t the Play in a Geopolitical Market
Marla Llerena says global conflict is driving volatility, but investors shouldn’t panic. She highlights opportunities tied to AI‑driven infrastructur…
4 weeks ago
Strait of Hormuz "Best Case Scenario" Involves Years of Structural Issues
Even if conflict around the Strait of Hormuz ends soon, the existing damages to energy infrastructure in the Middle East have Ellen Fraser maintainin…
4 weeks ago
March 2026 STAX: Investors Diversify Exposure, Still Buys Big Tech
New month, new Charles Schwab STAX. Joe Mazzola notes a shift in sentiment with investors moving into more ETFs. He believes those investors want to …
4 weeks ago
Why Higher Tax Refunds May Not Boost Consumer Spending
Sandra Swirski, CEO of Integer, breaks down why tax refunds are surging this season and whether that cash will boost spending or get absorbed by infl…
4 weeks ago