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Michael Shaoul examines the market’s fragile response to escalating tensions in Iran and the risk of energy supply disruptions. He argues that oil priced between $90 and $100 remains manageable for U.S. consumers and sees a rotation into energy stocks as nominal growth persists despite sticky inflation.

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Michael Shaoul on Iran Risk, Oil Prices, and an Energy‑Led Market Shift

Schwab Network

Michael Shaoul on Iran Risk, Oil Prices, and an Energy‑Led Market Shift