Iran Conflict & Energy Volatility's Impact on FOMC, Bond Market

Charles Schwab's Collin Martin runs through the latest ISM manufacturing data and ways it affects the Fed's dual mandate. It plays into Collin's Big Picture perspective on the FOMC as the U.S.-Iran War, paired with energy pricing pressure, keep persistent inflation on the docket for 2026. He believes bond markets will stay focused on the mid-term outlook for the U.S.-Iran conflict.

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