Q1 2026 Review & Second-Half Implications
Market Outlook 8 min read The headlines vs. the data For much of the Q1 2026, attention was consumed by the U.S.-Israeli military campaign against Iran, which began on February 28 and sent shockwaves through energy markets, closed shipping lanes through the Strait of Hormuz, and dominated financial headlines from March onward. However, behind the […]
Trade Wars, Tarrifs and Spending Cuts
Market Outlook 6 min read Trade Wars, Tariffs and Spending Cuts April 2025 The market is worried about how recent White House policies will affect the economy. And we agree that there is potential for the economy to slow, potentially into a recession. However, it’s too early for any economic data to reflect the actual […]