Squawk on the Street SOTS 2nd Hour: Iran Analysis - Jack Lew, Sen. John Fetterman, & Goldman's Co-Head of Global Commodities 3/4/26
Mar 4, 2026
Senator John Fetterman, U.S. Senator from Pennsylvania known for his blunt, progressive style, explains why he supports strikes and opposed the War Powers resolution. The conversation covers the political fallout, party dynamics, and international reactions. Short, direct takes on Europe, Palestine, and putting country over party.
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Asset Managers Still Lean Into Risk Despite Geopolitical Shock
- J.P. Morgan Asset Management is leaning into risk despite the Iran crisis, citing low bond protection and conditioned investor responses to geopolitical shocks.
- Phil Camparelli notes oil at $75 is manageable and forward markets imply normalization.
Fetterman Defends Strikes As Strategic Success
- Senator John Fetterman will be the only Democrat likely to vote against the War Powers resolution restricting strikes on Iran.
- He argues strikes have dismantled Iran's nuclear and regional capabilities and accuses his party of refusing any Trump 'wins'.
Bidder Wrote Direct Letter To Target Employees
- Dave Brown publicly wrote to Janus Henderson employees after his unsolicited superior proposal, framing cultural and opportunity benefits.
- He said the special committee refused to engage, so he communicated directly to staff.