03/13/2026: Oil Spike, Fed Meeting Ahead
The conflict with Iran remained the primary driver of market sentiment this week. Oil prices spiked as global supplies remained disrupted with the Strait of Hormuz remaining essentially closed. Against this geopolitical backdrop, a significant downward revision to fourth quarter gross domestic product (GDP), and firm inflation and employment data added to the complex set […]
03/06/2026: Oil Surge Fuels Market Volatility
The conflict in the Middle East involving the U.S. and Iran has rapidly shifted the narrative for financial markets and the path forward for the U.S. economy. From a market standpoint, the most notable impact has been in energy markets, where crude oil prices moved sharply higher on concerns over potential supply disruptions and elevated […]
02/27/2026: Markets Face Tariffs
Trade policy uncertainty continued to shape financial markets this week as replacement tariffs under Section 122 of the Trade Act of 1974 took effect following the Supreme Court’s decision striking down the administration’s broad use of the International Emergency Economic Powers Act (IEEPA). President Trump initially set the global import surcharge at 10%, effective February […]