U.S. stocks clawed back from steep losses after strikes involving the U.S., Israel and Iran rattled markets, with the S&P 500 finishing just above flat as oil prices eased and investors piled into mega cap tech names like Nvidia and Microsoft. José Torres, senior economist, Interactive Brokers discusses whether the slide toward 2026 lows was a buying opportunity or a justified repricing of geopolitical risk. At what point does elevated crude, potential supply disruption from Iran and shifting inflation expectations threaten the bull market and force the Federal Reserve to rethink rate cuts.

Produced/Presented: Ryan Huang

Image: Mohamed Hassan from Pixabay

See omnystudio.com/listener for privacy information.