Video: Macro Minute: Heaviest week for 1Q26 EPS season underway. Still strong results. We continue to puzzle over the coming oil shock

Video: We are going to spend the next few weeks carefully monitoring this incoming oil shock. Oil and commodity strategists continue to point to a coming supply shock, particularly for jet fuel and diesel. Will this be a second reason for a 15% to 20% drawdown in stocks later this year?

Please click here to view our Macro Minute (duration: 4:07).

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