Contrarian

Jun 29, 2026 · bullish

(https://www.marketwatch.com/story/wall-street-is-bracing-for-a-wave-of-fed-rate-hikes-that-may-never-come-these-sectors-stand-to-gain-63229922?mod=mw_rss_topstories), and Warsh looks less aggressive on rate hikes. This should be terrible for refiners—less hawkish Fed = lower energy prices.

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