Monthly Market Perspective: June 2026

Monthly Market Perspective: June 2026

Liftoff! June has the potential to be remembered for a series of meaningful liftoffs. As we write this, the United States and Iran have agreed to a peace deal. The announcement was light on details, and important disagreements are still unresolved. It seems more like...
Monthly Market Perspective: May 2026

Monthly Market Perspective: May 2026

Less Intense Since the U.S. and Iran agreed to a ceasefire, a few skirmishes have continued, and lasting peace remains uncertain. Still, overall hostilities are less intense. Oil’s role in the economy and corporate profits is also much less intense. “Oil intensity”...
Monthly Market Perspective: April 2026

Monthly Market Perspective: April 2026

The Situation Remains “Fluid” We write this Monthly Market Perspective shortly after peace talks between the U.S. and Iran failed. Thankfully, the two-week ceasefire remains largely intact. Current reports indicate the two sides are working to resume...
Monthly Market Perspective: March 2026

Monthly Market Perspective: March 2026

Dire Straits With the United States and Israel’s conflict with Iran set to enter its third week, the eyes of global financial markets remain fixed on the Strait of Hormuz. The waterway remains the flashpoint because 20% of the world’s oil supply flows through this...