War On Risk Off Stocks Drop

from MPC Markets Morning Call Hosted by MPC Markets

Trump declared the Iran ceasefire "over" at NATO, launching a second day of strikes as markets closed. Oil surged past $80 before settling at $78.55. The S&P dipped 0.3% while chip stocks bounced. Fed minutes showed a split committee on rate hikes under new chair Warsh. We break down the Iran escalation, oil dynamics, Hormuz traffic, Nvidia's China chip deal, the IMF growth downgrade, bond yield spikes, earnings season risks, and why portfolio hedging matters right now.

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War On Risk Off Stocks Drop

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This episode is 19 minutes long.

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This episode was published on July 8, 2026.

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