Cease-Fire Sparks Risk On: Investors Swap Fear for FOMO
Executive Summary Stocks traded higher for a second consecutive week as a ceasefire announcement between the U.S. and Iran triggered the strongest single-day rally in roughly a year. The S&P 500 gained +3.7%, the Nasdaq rose +4.2%, and the Russell 2000 returned +4.3%. Most of the rally occurred Wednesday following news of a two-week ceasefire contingent on […]
Reduce the Risk of Retiring at the Wrong Time
Retiring this year? There is something worth thinking about before you circle that date on the calendar. Consider a scenario where the Iran conflict or other geopolitical events plunge your portfolio into a bear market for the next few years…. Just as you’ve stopped earning income, you could be withdrawing from your investment portfolio at depressed prices. […]
Week of April 12, 2026 – Weekly Economic Commentary
There is simply no way to spin this: the “affordability” metrics are ugly and likely to get uglier in the next two months. Inflation in the United States is running above 3% at the moment, a development that may indeed be “transitory” but nevertheless remains dispiriting and painful. In Europe, the magnitude of the upward push on prices from the […]
Market Volatility: The Best Days and Worst Days Travel Together
The stock market’s best and worst days tend to arrive together, and the early months of 2026 offered a timely reminder. The S&P 500 fell nearly -10% from its late-January high through the end of March as the U.S.-Iran conflict sent oil prices surging more than +60%. Headlines about the Strait of Hormuz closure, rising […]