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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…

Weekly Market Commentary THE WEEK IN REVIEW: April 26 – May 2, 2026 Navigating the Strait of the Market The Iran situation continues to fester, but the markets are looking ahead. For the moment, it appears the forecast is blockading with a chance of bombing. The U.S. has settled on the strategy of blockading Iran…

Weekly Market Commentary THE WEEK IN REVIEW: April 19-25, 2026 Iran simmers, markets move on It’s getting harder and harder to keep track of the developments with Iran. First there was the bombing campaign and an announced ceasefire. We extended the ceasefire because we had a “deal” — and then we didn’t. Then we set…

Weekly Market Commentary THE WEEK IN REVIEW: April 12-18, 2026 Records are back — and so is some relief It might have sounded unthinkable last week when we said new record highs were just around the corner. Well, here they are. The S&P 500 officially entered its 7,000 era, surging 4.5% last week and notching…

Weekly Market Commentary THE WEEK IN REVIEW: April 5-11, 2026 “Ceasefire trade” was on last week After President Trump announced Iran had agreed to hold ceasefire talks last Tuesday — mere hours before his deadline where he threatened to attack and destroy Iran’s power plants and bridges — markets took off. The Dow was up…

Weekly Market Commentary THE WEEK IN REVIEW: March 29 – April 4, 2026 Rough March tanks Q1, but quarter ends on an up note The Iran conflict continued to dominate the headlines again last week, although the markets had a couple of strong days to close the first quarter and open the second. The Dow…

Weekly Market Commentary THE WEEK IN REVIEW: March 22-28, 2026 Mission not yet accomplished As Operation Epic Fury enters its fifth week, we have yet to see the Iranian regime offer any type of openness to negotiating an end to the hostilities. We’re now several weeks past President Donald Trump’s call for an “unconditional surrender”…

Weekly Market Commentary THE WEEK IN REVIEW: March 15-21, 2026 Markets struggle as “war premium” weighs on investors Wall Street started last week on a cautiously optimistic note. The S&P 500® climbed 1% on Monday — its best single-day gain since the conflict began — as crude oil prices briefly retreated toward $93 per barrel.1,2…

Weekly Market Commentary THE WEEK IN REVIEW: March 8-14, 2026 Conflict and oil prices drive markets downward Epic Fury, the sustained bombing campaign of Iran by the U.S. and Israel that began on February 28, isn’t showing any signs of letting up.1 Based on everything we’re seeing, Iran’s leadership has been decapitated. Iran appointed the…

Weekly Market Commentary THE WEEK IN REVIEW: March 1-7, 2026 Iran conflict, oil prices send stocks lower and bond yields higher We focus on financial data or earnings most of the time, and most of the time the markets ebb and flow whichever way the data dictates. But when you have a geopolitical shock, all…