Will rates and oil derail stocks? Here's what you need to know

• Steve Weiss is cautious, selling Cisco and paring Meta, holding 25% cash due to rising rates (10-year potentially to 6-7%).
• Jim Lebenthal is bullish long-term, expecting a broadening rally driven by economic growth, strong labor markets, and profit growth, favoring Energy (XLE) and Healthcare (XLV).
• Joe Terranova highlights that market positioning was caught off-guard by rising oil and rates, leading to pressure on interest-rate-sensitive sectors like real estate and utilities.

The discussion centers on whether rising interest rates and oil prices will derail the stock market. Steve Weiss expresses caution, selling some tech and holding cash, citing the potential for rates to rise further. Jim Lebenthal remains bullish long-term, expecting a broadening market rally, particularly in energy and healthcare, despite current headwinds. Joe Terranova notes that market positioning on rates and oil has been wrong, putting pressure on rate-sensitive sectors.