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Iran's Macro Wild Card: Global Stocks See Headwinds Amid Sticky Inflation

5 min18 maj 2026

A global bond sell-off will lead to headwinds for international stocks, says Charles Schwab's Michelle Gibley. She explains how the U.S.-Iran War and the resulting inflation woes continue to serve as the key headwind to growth. Michelle later analyzes economic data out of China and the weaknesses it shows through the region.


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