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Gold and oil surge after renewed U.S.-Iran tensions, while stock futures stay muted and semiconductor names attempt a fragile bounce ahead of major earnings. The episode also digs into Domino’s soft same-store sales, what they signal about consumer strain, and the market’s ongoing rotation toward defensive, cash-heavy names.
Show Notes
By JellypodGold and oil surge after renewed U.S.-Iran tensions, while stock futures stay muted and semiconductor names attempt a fragile bounce ahead of major earnings. The episode also digs into Domino’s soft same-store sales, what they signal about consumer strain, and the market’s ongoing rotation toward defensive, cash-heavy names.
Show Notes