President Trump announces continued military strikes on Iran, claims the U.S. is extracting millions of barrels of oil from Iran/Venezuela, and predicts oil will drop to $1.85/gallon once the conflict ends. He also states inflation will come down sharply after the war.
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Donald Trump 8.5
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Donald Trump 8.5
6/10/2026 8:15:32 PM
wti
When this conflict is over, you will see oil drop to where it was before. We'll be back at $1.85 a gallon very soon.
yields
Trump predicts inflation will come down sharply after the war, which would likely lead to lower yields.
Jason highlights that headline CPI is up the most in three years, with gasoline up 42% and fuel up 60%, pressuring consumers. He notes a 98% chance of a Fed hike in December. He wants to see healthcare, financials, and industrials join the rally for it to be sustainable.
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Jason notes semiconductors are 30% of the S&P and 'rolling,' which would drag down the Nasdaq. He wants to see other sectors join the rally for it to be healthy, implying current tech weakness.
yields
98% chance of a Fed hike in December and hot CPI data suggest upward pressure on yields.
Liz sees current market volatility as a healthy pause in a bull market, driven by profit-taking in overextended semiconductors and rotation into other sectors, not by the SpaceX IPO. She believes fundamentals remain strong and breadth is promising.
Yields
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Liz describes the current move as a 'pause in a continued upward trend' and expects the bull market to continue, implying a cautious upward view for tech-heavy indices.
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Liz mentions capital rotating from extended tech into other spots, which could benefit small caps, and notes breadth is promising even on down days.