Labor Market Iran War Impact: Jobs Data Shows Resilience
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 21 March 2026
⏱️ 45 minutes
🧾️ Download transcript
Summary
US jobless claims continue to show a sluggish but stable labor market, with low layoffs anchoring economic stability even as global conflicts rage. However, economists warn that prolonged Iran war tensions could eventually threaten this labor market strength.
Today's Stocks & Topics: United Parcel Service, Inc. (UPS), Market Wrap, OneMain Holdings, Inc. (OMF), Labor Market Iran War Impact: Jobs Data Shows Resilience, VanEck Uranium and Nuclear ETF (NLR), The Hershey Company (HSY), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Virtus Artificial Intelligence & Technology Opportunities Fund (AIO), Cost of Borrowing in the UK, KPP Newsletter, The US Economy and the Iran War.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk. Incependent Thinking, shared success. |
| 0:17.7 | InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.0 | Here is KPP Financial Portfolio Manager, Luke Guerrero. |
| 0:33.5 | Hey there, everybody, and welcome to the Friday, March 20th, 2026 edition of InvestTalk. |
| 0:43.1 | I'm your host, Luke Guerrero, and I'll be with you over this next hour as we dissect the news. |
| 0:48.8 | Talk about the stories that matter and answer your finance and investment questions. |
| 1:00.0 | That being said, before we talk about today's market performance and run down those show topics, |
| 1:02.5 | let's tackle this caller question now. |
| 1:04.5 | Hi, Dave from Ohio. |
| 1:06.9 | Hey, I was calling in about UPS. |
| 1:13.7 | Just get your general thoughts on it, a long-term hold. I show and i'll be listening thank you ups is the united parcel service it is a global package delivery and supply chain logistics |
| 1:24.5 | company operating both domestically where they get about 65% of their |
| 1:28.7 | revenue. Internationally, where they get about 20% of the revenue, then they also have a tiny |
| 1:33.6 | business called their supply chain solutions where they get about 15%. It is the world's largest |
| 1:40.9 | package delivery network. |
| 1:48.4 | Both air and grounded as 460,000 employees. |
| 1:54.5 | And right now, well, it's in the middle of the most significant strategic restructuring in the history of this company, a company that is 118 years old. Now, you to date, it is down 3.36%, down 18.05% over the past 52 weeks, |
| 2:09.8 | and in fact, has been on a bit of a downtrend since 2021. Why? Well, it's revenue growth, not pretty. |
| 2:19.3 | Reached a post-pandemic high of 100 billion in revenue in December 2022. |
| 2:26.3 | That number falling significantly, down to 88 billion in 2025, projected to grow again, albeit slightly, to 89.2 this upcoming year. |
| 2:38.2 | At the same time, margins have contracted from a pandemic high of 13.3 to about 6.3 is where net |
| 2:46.2 | margin was last year. Same time return on equity is fallen from 172 in 2021 to 33.8 in 2025. |
... |
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