Week of March 08, 2026 – Weekly Economic Commentary 

War always creates economic turmoil. It changes prices, adds to national debt and heightens uncertainty. As such, war may impact economic decision-making even in markets not apparently directly affected by combat. One example of such effect may be provided by the US housing market, where rumors of a recovery have, in the last 12 months, too often proved to be just […]

War – Jobs Shock – Signals Still Lean Bullish – March 9, 2026

Good morning, Friday’s surprisingly weak employment report—and the stagflation implications that would leave policymakers in a policy straitjacket—produced the worst trading day of the week for equities (S&P 500 -1.33%). With the index finishing the week down -2.01%, there’s a fair argument that a possibly rogue jobs number had a greater market impact than the […]