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Schwab Network

Market Resilience Not Same as Immunity, Fed & Sector Rotation Show Speed Bumps

7 min9 juli 2026

Ben Fulton is impressed with the resilience in markets, though he argues it can't be mistaken for immunity. He tells investors to prepare for volatility ahead even as the U.S.-Iran war continues to fall off Wall Street's radar. When it comes to the Fed, Ben has one eye on tentative inflation impacts brought on by the conflict, and his other on sector rotation.


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