Wall Street Breakfast
Wall Street Breakfast
Seeking Alpha
Wall Street Roundup: market shifts to defense
13 minutes Posted Mar 27, 2026 at 6:01 pm.
It's been a macro week for the market
Defensive shift; AI stocks really suffering
Circle down
Jobs data will provide major catalyst
Fed and interest rates
0:00
13:16
Download MP3
Show notes
It's been a macro week for the market (0:20) Defensive shift; AI stocks really suffering (0:55) Circle down (3:30) Jobs data will provide major catalyst (5:30) Fed and interest rates (7:20)Show links: Sell, Hedge, Rotate: Victor Dergunov's Strategy For A Market CorrectionStrait of Hormuz disruptions send global plastics prices soaringSecretary of State Rubio says the war with Iran will continue for 2-4 weeks moreWall Street slides as Trump delays Iran energy strikesEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.