Oil Surges After U.S. Iran Strike… And Fed Minutes Results 7/8/26
About this episode
The episode discusses the surge in oil prices following a U.S. strike on Iran and the implications for investors, along with insights on the Federal Reserve's communication framework.
Oil prices skyrocketing after President Trump strikes Iran overnight and announces the U.S.-Iran ceasefire is effectively over. Where the war is heading, and whether investors can expect oil to keep climbing. Then, the latest out of the Fed as the open market committee’s minutes report comes out. Head of investment strategy at Bryn Mawr Trust Andrew Davis gives his take on the new Fed communication framework, and why he’s expecting financials and health care to outperform come earnings season next week. Plus, Nvidia falling behind, Apple taking a $30 billion bite out of Broadcom, and the latest read on Auto sales. Fast Money Disclaimer
People in this episode
Guest: Andrew Davis
Topics covered
- oil prices
- U.S.-Iran relations
- Federal Reserve
- investment strategy
- financial markets
- technology stocks
Keywords
- oil prices
- U.S.-Iran strike
- Federal Reserve
- investment strategy
- Nvidia
- Apple
- Broadcom
- auto sales
Mentioned in this episode
Organizations: Bryn Mawr Trust, Nvidia, Apple, Broadcom
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