Michael Kontopoulos, Deputy Chief Investment Officer at Richard Bernstein Advisors, shares insights on the Federal Reserve's steady interest rate decision and its implications for financial markets. Halima Croft, RBC's global head of commodity strategy, discusses how geopolitical tensions, particularly the Israel/Iran conflict, could disrupt oil prices. The conversation also navigates the risks of stagflation, consumer behavior amidst rising energy costs, and the future outlook for stocks like Oracle, highlighting the intricate ties between global events and financial performance.
