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Weekly Market Commentary THE WEEK IN REVIEW: July 26 – Aug. 1, 2026 Gulf heats up, GDP cools down After a pause in the bombing campaign to allow room for talks, hostilities resumed after Iran tried (and failed) to attack U.S. military personnel in the region.1 The story varies depending on which side you listen…

Weekly Market Commentary THE WEEK IN REVIEW: July 19-25, 2026 Markets finally take notice — and it’s not pretty Perhaps because the data was light last week, markets started paying more attention to what’s going on with Iran. They were already skittish over worries about big tech profitability and the dizzying amounts being laid out…

Weekly Market Commentary THE WEEK IN REVIEW: July 12-18, 2026 Don’t fall for the inflation head fake Last week’s inflation report for June surprised to the downside, reviving hopes for potential rate cuts later this year. But does anyone really think inflation has gone away? All that happened was that oil dropped from around $93…

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…