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Adam Coons on U.S.-Iran War's Lasting Impacts & Earnings Justifying Valuations

10 min20 juli 2026

Adam Coons explains the reset of expectations he sees on Wall Street on the inflation front as a volatile energy trade continues to take investors by storm. However, recent economic data suggests a cooldown is possible, so long as the U.S.-Iran conflict eases. Adam doesn't see that happening any time soon. He walks investors down the path he sees for inflation and expectations for the new earnings season as many stocks see elevated valuations.


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