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SOTS 2nd Hour: Israel-Iran Conflict: Impact for Stocks, Bonds, Energy, and the Fed 6/13/25

Squawk on the Street

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Market Reactions to Middle East Conflict: Defense Stocks Surge

This chapter analyzes the repercussions of Israel's military actions against Iran on defense stocks, highlighting a noticeable increase in companies like RTX and L3 Harris. It also contrasts this with the underperformance of consumer discretionary stocks, particularly in the travel industry, due to anxieties surrounding oil prices and consumer spending trends.

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