Kasey McCurdy of Charles Schwab discusses the reversal of crude oil as diplomatic talks between the U.S. and Iran reportedly resume. He argues the headline doesn't push back the inflation narrative that gripped the stock market over recent months. Kasey explains how crude's heightened volatility is tightening the correlation between rising interest rates and the AI trade. As for Tuesday's midterm elections, he expects a lift in equities once the polls close and races are decided.