Iran KNOWS their leverage is slipping away: Brian Brenberg

• Oil prices slide as U.S. and Iran pause attacks, with crude oil down 6.89% and Brent crude down 7.51%.
• President Trump indicates readiness for 'strong military action' if Iran talks fail, while a U.S. ambassador states the U.S. is 'locked and loaded' but giving diplomacy space.
• Defense stocks like RTX Corporation are performing well, with RTX up +18.85% year-to-date, raising questions about potential munitions restocking.
• The Federal Reserve is expected to hold rates steady this Wednesday, despite U.S. 2-year Treasury yields rising significantly (+24.89% year-to-date), reflecting ongoing inflation concerns.
• Durable goods orders show strength in sectors like aircraft, primary metals, and machinery, indicating a robust underlying economy, but credit spreads for junk-rated companies are widening.

The panel discusses the impact of paused U.S.-Iran attacks on oil markets and the broader economy, alongside upcoming Federal Reserve decisions and corporate earnings. While oil prices have slid, indicating a potential easing of geopolitical tensions, concerns remain about inflation, interest rates, and widening credit spreads. The U.S. economy shows mixed signals with strong durable goods orders but also caution from investors.