Strait of Hormuz Constraints v. Strong Earnings Sets Confusing Tone

Eric Sterner tells investors to brace for a bumpy ride in the stock market. However, he sees strong earnings giving equities a lift. He weighs the supply constraints in crude oil and agriculture products against resilient markets to explain how they all set an uneven foundation for investors. Eric adds that an "unpopular" conflict between the U.S. and Iran adds pressure on the White House to reach a resolution. When it comes to sectors on Eric's radar, he sees healthcare leading the pack.

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