Interest rates sitting near 3.75 to 4.0%, stubborn inflation around 3.9%, and energy shocks linked to the U.S./Israel–Iran conflict have turned the usual playbook on its head. Some large financial stocks now sit directly in the path of these crosswinds, for better or worse, and investors who ignore that risk missing important moves. This article walks through three U.S. Large-Cap Financials from our screener that are closely exposed to this news backdrop. The three stocks below are just a…