Markets Rise as Hormuz Disruption Reprices Global Oil Risk U.S. equities finished the week higher, supported by resilient macro data and stable rate expectations, but gains came against a rapidly escalating geopolitical backdrop centered on the Strait of Hormuz—a critical
U.S. equities rebounded strongly this week, with the S&P 500 rising 2.4% and the Nasdaq Composite gaining 3.0%, marking the strongest weekly performance of the year. After a choppy first quarter, both indices recovered some lost ground, though year-to-date performance
Markets Are Down. Here’s Why Many Portfolios Don’t Have to Be Kip Lytel, CFAMontecito Capital Management Whether you are currently working with us or simply following our market commentary, we believe it is important to provide clarity around both what