"We are starved for clear headlines," says Kevin Hincks regarding the macroeconomic picture. He says it's hard to find a clear roadmap on peace talks between the U.S. and Iran, though crude oil's slight pullback Tuesday offers some reprieve, as does the ample supply he says the U.S. has access to. In equities, Kevin explains why Alphabet's (GOOGL) decision to raise $80 billion from stock sales is so interesting.