Money Life With Chuck Jaffe Daily Podcast

Dec Mullarkey, head of investment strategy and asset allocation at SLC Management, says that earnings are strong and should keep the stock market rolling, but that signs of weakness shown by the bond market and concerns about how the war in Iran is impacting oil are going to be limiting factors. Mullarkey worries that a longer conflict could turn oil into a global crisis, where rationing and other measures could create more severe and long-lasting economic troubles. If, however, the situation can be resolved quickly, Mullarkey says the shadows over hanging the market should clear quickly, providing a real boost going forward. In "The Week That Is," Vijay Marolia, chief investment officer at Regal Point Capital, looks at the bond market's sell-off from the end of last week, and while investors can cheer bond yields reaching their year-to-date high, he notes that higher rates could stunt economic growth and hurt the stock market's trajectory. The big thing he expects to impact markets in the week ahead, however