How the Iran Peace Deal Is Reshaping Oil Stocks and Earni...

What this episode covers

In this episode of The Quarterly Review, Lucas and Luna break down how the U.S.-Iran peace memorandum signed on June 18, 2026, is already hammering oil stocks like ExxonMobil and Chevron, with both down over 4% in the last five days. They discuss why the IEA's forecast of a supply glut next year adds pressure, and how energy earnings expectations are shifting. Specifically, they look at how Exxon's heavy capital spending plans look riskier now, and what this means for the broader market rotation out of energy and into banks. A must-listen for anyone tracking sector shifts in mid-2026. #IranPeaceDeal #OilStocks #ExxonMobil #Chevron #SupplyGlut #IEA #EnergySector #EarningsSeason #MarketRotation #JPMorgan #BankStocks #KevinWarsh #Fed #FexingoBusiness #BusinessPodcast #QuarterlyReview #OilPrices #Geopolitics Keep every episode free: buymeacoffee.com/fexingo

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Frequently Asked Questions

How long is this episode of The Quarterly Review with Fexingo: Earnings, Reporting, and Performance Analysis for Businesses?

This episode is 7 minutes long.

When was this The Quarterly Review with Fexingo: Earnings, Reporting, and Performance Analysis for Businesses episode published?

This episode was published on June 18, 2026.

What is this episode about?

In this episode of The Quarterly Review, Lucas and Luna break down how the U.S.-Iran peace memorandum signed on June 18, 2026, is already hammering oil stocks like ExxonMobil and Chevron, with both down over 4% in the last five days. They discuss...

Can I download this The Quarterly Review with Fexingo: Earnings, Reporting, and Performance Analysis for Businesses episode?

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