Archive for April, 2026

Market Update and Economic Developments March saw a relatively dramatic pullback in equities across geographies, with the S&P 500 recording nearly a 5% loss for the month and international stocks down more than double domestic stocks. Much of this stress on the market can be attributed to the war in Iran and the closure of [...]

    The rapidly evolving conflict in Iran has had major short-term ramifications on commodity prices, expectations for inflation and Federal Reserve action, and the stock market in recent weeks. Crude oil prices have spiked with the shutdown of the Strait of Hormuz.  While the US is now a net exporter of oil, a supply [...]