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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…

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…