Schatz: Iran 'Scapegoat' for Higher Oil Prices, Expect Fed Pivot

Paul Schatz discusses the market rally and two potential paths for stocks, including a possible 10% to 15% correction followed by a stronger 2027. He expects a Fed pivot, weaker rates and a softer dollar to help spark a new bull market in metals. Schatz also remains bullish on oil, arguing it has more upside regardless of developments in Iran and the broader Middle East.

Trading 360

04 Nov 2026

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