Markets Look Past Iran Headlines as Oil Risks Evolve

Podcast: Key Wealth Matters · Key Wealth Institute

Opublikowano: 2026-04-21

This week’s conversation focuses on how investors are weighing geopolitics against a market that’s showing signs of repair. The episode walks through key economic updates on housing, inflation, and manufacturing, then shifts to the latest Iran developments and what they could mean for energy supply chains, including jet fuel. On equities, the rally is framed as trend-positive but still uneven, with leadership tied to technology and the AI supply chain. On fixed income, the focus is on yield curve dynamics and a more hesitant policy backdrop. Speakers: Brian Pietrangelo, Managing Director of In...