Kevin Hincks: U.S. Economy "Still Doing Quite Well"

U.S.-Iran war uncertainties and crude oil movements are elevating inflation risk, per Kevin Hincks. He says the U.S. economy is "still doing quite well" despite recent volatility and a pronounced SaaS-sector selloff that has left stocks scarred. Watch oil-driven inflation upside and tech-sector positioning as potential drivers of near-term market volatility.

Analysis

U.S.-Iran war uncertainties and crude oil movements are elevating inflation risk, per Kevin Hincks. He says the U.S. economy is "still doing quite well" despite recent volatility and a pronounced SaaS-sector selloff that has left stocks scarred. Watch oil-driven inflation upside and tech-sector positioning as potential drivers of near-term market volatility.