Markets and Economy Economic and market signals stay steady despite oil shocks
Our preferred economic and market indicators have become more challenged, but they aren’t flashing clear warning signs yet.
March 16, 2026
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Markets and Economy Keeping long-term perspective as the Iran conflict continues
It’s unknown how long the conflict will last, but oil and other commodity exposure may help hedge the risk of a prolonged Strait of Hormuz closure.
March 9, 2026
Markets and Economy Narratives and facts support non-US stock markets
Markets are influenced by short‑term narratives and longer-term fundamentals. Emerging markets, Japan, and Europe have experienced improvements in both.
March 3, 2026
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