Markets on Edge: Iran Headlines, Oil Shocks & the Recession Question

Mike Armstrong and Paul Lane break down another volatile morning in markets as conflicting headlines out of Iran whipsaw stocks and oil. With the Strait of Hormuz still disrupted, they explain why actions—not statements—are what really matter for investors.They dive into the real economic risk: a potential “dual shock” of slowing growth and rising prices. Is stagflation back on the table? And are U.S. recessions really becoming less frequent—or are investors just forgetting what downturns feel like?Plus:Why oil prices above $90 could matter more for supply chains than at the pumpThe state of the U.S. labor market heading into 2026Massachusetts home sales and what’s really behind the slowdownThe private credit stress building beneath the surfaceA wide-ranging look at geopolitics, inflation risk, and whether markets are underestimating what comes next.