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Weekly Market Commentary THE WEEK IN REVIEW: July 5-11, 2026 The party’s over — and we’re right back to where we were With the end of the Fourth of July celebrations, the United States’ 250th birthday and the World Cup wrapping up, it’s time to get back to reality. Last Tuesday, President Donald Trump, while…

Weekly Market Commentary THE WEEK IN REVIEW: June 28-July 4, 2026 Second-quarter comeback It’s hard to believe 2026 is half over! After a weak first quarter, driven largely by tensions in the Persian Gulf and higher energy prices, markets rebounded in a big way in the second quarter.1 As soon as the bombing stopped and…

Weekly Market Commentary THE WEEK IN REVIEW: June 21-27, 2026 Oil flows, drones fly Talks between the U.S. and Iran continue after signing a memorandum of understanding, but there are visible signs that the conflict is far from over, and it appears we’re back where we were a few weeks ago.1 Iran is still shooting…

Weekly Market Commentary THE WEEK IN REVIEW: June 14-20, 2026 Not quite “unconditional” After all the hoopla, bombing and rhetoric, President Donald Trump signed a memorandum of understanding with Iran.1 What exactly did we get out of it? The Strait of Hormuz opened again, but it was open before this all started at the end…

Weekly Market Commentary THE WEEK IN REVIEW: June 7-13, 2026 Is it really going to happen this time? After publicly voicing his frustration with Iran and the lack of progress in reaching an agreement, President Trump started kinetic operations in response to a U.S. helicopter being shot down over the Strait of Hormuz.1 The U.S.…

Weekly Market Commentary THE WEEK IN REVIEW: May 31-June 6, 2026 The never-ending story It seems like we keep talking about the same thing over and over: the war in Iran. Sadly, this week has offered few solutions to the conflict. What was supposed to be four weeks is now going into four months, kind…

Weekly Market Commentary THE WEEK IN REVIEW: May 24-30, 2026 Are markets sensing the end with the Iran crisis? Markets ripped again last week. Despite persistent and climbing inflation readings (more in the section below), markets rallied to new highs, oil prices declined and yields eased from increasingly alarming levels.1 It’s almost as if the…

Weekly Market Commentary THE WEEK IN REVIEW: 17-23, 2026 Markets climb upward despite noise Financial markets exhibited resilience last week, despite ongoing geopolitical tensions and uncertainty surrounding the Federal Reserve. The principal concerns included stalled negotiations with Iran, developments from President Donald Trump’s meeting with Chinese President Xi Jinping and the appointment of Kevin Warsh…

Weekly Market Commentary THE WEEK IN REVIEW: May 10-16, 2026 Inflation rises as Iran conflict drags on In a surprise to no one, inflation spiked last month due to oil being parked in the $95 to $105 per barrel range as the Iran conflict drags on.1 Iran finally provided a 14-point proposal to President Donald…

Weekly Market Commentary THE WEEK IN REVIEW: May 3-9, 2026 The melt-up continues! Markets took off again last week, with the S&P 500 and Nasdaq setting new records once again.1,2 The Dow continued on the path back to 50,000, something we haven’t seen since Feb. 11.3 As usual, the Iran conflict and oil prices dominated…