CNBC's "Fast Money" Stocks sink after Iran retaliates, and what’s next for oil and energy stocks? 6/13/25
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Jun 13, 2025 The podcast dives into the sharp market shifts following Iran's retaliatory actions against Israel. As oil prices soar, it discusses the implications for corporations like Visa and Tesla. Geopolitical tensions reshape trading strategies, particularly in the oil sector, while innovations in crypto threaten traditional payment systems. The future of transactions and the rise of autonomous driving technologies are explored, alongside strategic stock recommendations, making it a rich discussion for investors looking to navigate this turbulent landscape.
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Market Reacts Moderately to Conflict
- Market reacted moderately to Iran's retaliation, with typical gold bids but an atypical lack of treasury bids.
- Oil surged to its highest since January amid geopolitical tensions but fundamentals of supply surplus remain important.
Oil Poised for Uptrend Amid Tensions
- Oil prices poised for an uptrend independent of geopolitical shocks, supported by weaker dollar and potential pro-growth legislation.
- The conflict sparked higher energy prices which could pressure fragile global economies, especially in Europe.
Treasury Market Shows Fragility
- Treasury market did not respond as a typical flight to quality, with yields selling off unexpectedly.
- Rising geopolitical risks add uncertainty to an already fragile global economy and markets.