Shortsighted stock market can no longer brush off war: 'It's too hard to ignore $100 oil'
Sameer Samana, head of global equities and real assets at Wells Fargo Investment Institute, now thinks traders need to reconsider the economic fears they had in March. Investors should be worried about both higher inflation and the impact higher gas prices may have on consumers, he said. Samana added the reignited conflict is a reason to prepare for a larger drawdown in equities.
- ▪Sameer Samana, head of global equities and real assets at Wells Fargo Investment Institute, now thinks traders need to reconsider the economic fears they had in March.
- ▪Investors should be worried about both higher inflation and the impact higher gas prices may have on consumers, he said.
- ▪Samana added the reignited conflict is a reason to prepare for a larger drawdown in equities.
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| Original publisher | CNBC — Top |
| Canonical URL | https://www.cnbc.com/2026/07/23/short-sighted-stock-market-can-no-longer-brush-off-war-investors-say.html |
| Publication time | Fri, 24 Jul 2026 14:10:40 GMT |
| Retrieval time | 2026-07-24T14:14:46.887Z |
| Last seen | 2026-07-24T14:14:46.887Z |
| Headline source | Publisher (no WeSearch rewrite) |
| Excerpt source | publisher body |
| Excerpt method | First ~120 words (~800 chars) of extracted publisher body, fair-use limited. |
| Summary | WeSearch · cerebras-chat (WeSearch summarizer) |
| Summary source text | contentText |
| Citation coverage | Summary is a WeSearch-generated derivative; primary citation is the original publisher URL. |
| Cluster | 2m-t5JUSby6J |
| Cluster logic | Grouped by semantic title/content similarity across sources within a rolling window. Same-publisher template collisions are excluded from coverage comparison. |
| Ranking reason | Story pages are not engagement-ranked. Hub feeds use recency, with optional source-diversified chronological ordering (cap consecutive stories per source). No personalized ranking. |
| Publisher visit | Yes — open original |
| Substitutes article? | No — link-out required for full text |
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| Indexing | May the item be indexed (stored, ranked, made findable)? | Allowed |
| Snippet | May a short excerpt of the publisher's text be shown? | Allowed |
| AI summary | May WeSearch generate its own short summary of the article? | Limited |
| Retrieval / RAG | May the content be exposed for third-party retrieval-augmented generation? | Not asserted |
| Model training | May the content be used to train AI models? | Not asserted |
| Commercial reuse | May the content be reused commercially? | Not permitted |
Basis: Derived from the published RSS/Atom feed. Contact: [email protected]. Reviewed: 2026-07-24.
Opening excerpt (first ~120 words) tap to expand
Sameer Samana, head of global equities and real assets at Wells Fargo Investment Institute, now thinks traders need to reconsider the economic fears they had in March. Investors should be worried about both higher inflation and the impact higher gas prices may have on consumers, he said. Samana added the reignited conflict is a reason to prepare for a larger drawdown in equities. Sosnick said that stocks on Thursday were also likely pricing in a tighter borrowing environment for companies. Chances for a rate hike by the Federal Reserve next week according to CME'S FedWatch tool are up to almost 38%, while odds for a hike at the central bank's September meeting are at more than 80%.
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Excerpt limited to ~120 words for fair-use compliance. The full article is at CNBC — Top.
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