What Meet Kevin said in this video:
- Fed Policyneutralshort-termThe host sees the Fed meeting ending on the 28th as an opportunity to forecast stopping future rate hikes if an Iran deal is struck, but this is conditional on the deal.Source
- Oil & Energynegative for stocksshort-termThe host expects oil prices to plummet if an Iran deal is reached, which would benefit Republicans heading into the midterms.Source
- Geopoliticspositive for stocksshort-termDespite negative headlines, the host still believes a US-Iran deal happens in the Oct 20-27 window, citing negotiation progress on uranium enrichment and inspections.Source
- SPYbullishshort-termThe host expects the stock market to rally sharply if an Iran deal is struck, though he acknowledges things do not look great right now.Source
- Cryptopositive for stocksshort-termThe host expects Bitcoin to rally sharply alongside the stock market if an Iran deal is reached.Source