by Luke Demjen, CFA | Sep 8, 2026 | Market Updates
Overview Globally, stocks entered August with a steady tone, supported by ongoing economic resilience and healthy corporate earnings. US equites rebounded at the beginning of the month and held steady, as the second quarter earnings season concluded with a strong...
by Luke Demjen, CFA | Aug 6, 2026 | Market Updates
Overview July began with a resurgence of tensions between Iran and the US. The June ceasefire started to show cracks at the beginning of the month. Iran attacked commercial vessels on the 7th, with an immediate US counterattack. The conflict continued to escalate,...
by Luke Demjen, CFA | Jul 13, 2026 | Market Updates
Overview The markets held steady in June as signs of a potential U.S.–Iran resolution progressed with a memorandum of understanding being signed on the 17th, which established a 14 point framework and began a 60 day negotiation toward a permanent peace settlement....
by Luke Demjen, CFA | Jun 8, 2026 | Market Updates
Overview Market sentiment in May extended April’s optimism, as investors responded positively to signs of easing geopolitical tensions. While negotiations between the United States and Iran are still ongoing as of month-end, there looks to be an increasing chance of...
by Luke Demjen, CFA | May 6, 2026 | Market Updates
Overview April saw the co-existence of two opposing forces, strong markets and escalating geopolitical instability. The U.S.-Iran conflict kept the Strait of Hormuz severely constrained, drawing out the oil supply shock into one that has made authorities such as the...
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