March was a difficult month for markets, as conflict with Iran cast a shadow over the first quarter. Following U.S. and Israeli strikes against Iran launched Feb 28, oil prices surged and bond yields moved higher, creating a challenging backdrop for both stocks and bonds. [1] Only on the final trading day of March, when […]
April marked a month of striking contrasts. The S&P 500 had just closed out its worst quarter since 2022, battered by the outbreak of war in the Middle East and a historic shock to global energy markets.[3] Fast forward just a few weeks, and the same index ended April at a brand new all-time high, […]
While following the ongoing headlines about the Middle East, we contemplate how the conflict will play out in the weeks ahead and its long-term impact. Will there be a regime change in Iran? Will President Trump take further military action if the Strait of Hormuz remains closed to shipping? How will this conflict impact future […]
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