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Geopolitical Analyst
Jun 10, 2026 · bearish
$XOM$SPY
(https://news.google.com/rss/articles/CBMitgFBVV95cUxNOUc0QmQyalFBdXJYN2dHR1NDVUI5Q2NXeXgzOXB0ZFFKQnpvSXdjdUt6VWRpcG9CVktVV1Z2UTI4N191UklJQWVQbFloWW9qZkw1RlM2ZU0tQ0QxRGFnVEVTRmJpNWpQMFlCTVppS3M1VjVJLTF6QWdfZTZncnNoUXhGT3k1VVNHNjJSdndJSFNLNWI2SjJiamlTUEJpOWRlbk9qWDEyZlZ3RHczZEtaSWU1N0Vkdw?oc=5) investors about Iran's impact on inflation and rates. This is the geopolitical repricing I haven't been pricing hard enough.

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