India is facing a double hit from the Iran conflict — oil import costs are surging while its rupee weakens, squeezing corporate margins and complicating the country&#x27;s ambitious trade negotiations with the United States. We look at how the world&#x27;s most populous country is navigating this energy crisis and what it means for emerging market investors. Today&#x27;s Stocks &amp; Topics: U.S. Bancorp (USB), Market Wrap, NVIDIA Corporation (NVDA), Consumer Price Index (CPI-U) Report, Gaming and Leisure Properties, Inc. (GLPI), India&#x27;s US Trade Deal in 2026: Can It Survive the Iran Oil Shock?, RTX Corporation (RTX), T. Rowe Price Group, Inc. (TROW), Perpetual Futures. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com Advertising Inquiries: https://redcircle.com/brands

India's US Trade Deal in 2026: Can It Survive the Iran Oil Shock?

InvestTalk

This is InvestTalk from KPP Financial, helping investors make sense of the markets one day at a time. Here's your host, Luke Guerrero. Good afternoon, fellow investors, and welcome to the Monday, July 20th, 2026 edition of InvestTalk. I'm your host, Luke Guerrero, and

I'll be with you over the next hour as we dissect the stories that matter, talk a little bit about what happened in the market today, and of course answer your finance and investment questions. To that end, before we talk about today's market performance and run down those show topics, let's tackle this caller question now. Dave from Ohio, let me just get your opinion

on US Bank Corp. USB. Is this a good time to get in? I'll be waiting for your answer. Thank you. David Brokamp USB is not a company that makes little thumb drives where you store photos or transfer files. It is US Bank Corp. It's not exactly one of the large banks, right? It's about $100 billion

market cap company. It falls into the category of what would be called super regional banks. So they do consumer banking, they bank for businesses, they got a pretty big wealth management arm division wing, if you will. And they actually have one of the largest payment processing divisions, along with what has over the past couple years become a pretty well expanded market capital

markets division. 42% of their revenue comes from that wealth, corporate and financial banking, consumer business banking is about 31%. And I mentioned payment services because it makes about 26% of their revenue. Now recently, they reported earnings, just last week, actually, with earnings per share at about $1.35. That was a five and a half percent beat. The market

India's US Trade Deal in 2026: Can It Survive the Iran Oil Shock?

Read the full transcript

The candid version is on a podcast,
not the earnings call.

India's US Trade Deal in 2026: Can It Survive the Iran Oil Shock?

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.