by admin@collabdesign.co | Sep 15, 2026 | Economy
It’s Not Just Oil August’s 3.4% annual increase in the Consumer Price Index (CPI) shows that inflation remains stubbornly high. Higher energy prices remain a key driver, up 16% year over year. In addition to higher oil prices tied to the Iran conflict, reduced global...
by admin@collabdesign.co | Aug 14, 2026 | Economy
It’s the Earnings, Stupid Conflict with Iran. The largest global oil supply shock and volatile energy prices. Inflation still above the Fed’s target. Long-term interest rates rising steadily throughout the year. Yet the S&P 500 is at an all-time high. How? As...
by admin@collabdesign.co | Jul 15, 2026 | Economy
Beyond Magnificent The first half of 2026 was strong for stock-market indexes. The S&P 500 rose 10%, while the technology-heavy Nasdaq gained 13%. So it may surprise some that the “Magnificent 7” major tech and growth stocks—Alphabet, Amazon, Apple, Meta,...
by admin@collabdesign.co | Jun 15, 2026 | Economy
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...
by admin@collabdesign.co | May 15, 2026 | Economy
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”...
by admin@collabdesign.co | Apr 15, 2026 | Economy
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...
