Two competing forces dominated the markets this week: strong equity momentum powered by AI and technology stocks balanced against inflationary pressures.
Get our perspective on recent investment market and global economic performance, including oil shocks, persistent inflation, and global growth divergence.
This week Gary covers how the markets shifted from “optimism to uncertainty.” Markets hit all-time highs in the middle of the week, only to pull back due to geopolitical events and oil price volatility.
This week Aya unpacks notable earnings reports, a Fed meeting, and what we can expect with oil back over $100 per barrel. While the Fed meeting was notable for the 4 dissenting votes, interest rates remain unchanged.
Aya covers continued market volatility this week, as the sentiment pendulum swung between cautious optimism that the Iran conflict could wind down, and inflation concerns driven by $100 per barrel oil.
Gary unpacks the ramifications of the ongoing conflict in Iran and the continued closure of the Strait of Hormuz. As Gary describes, the markets hate uncertainty, and where uncertainty goes, volatility follows.
The Iran conflict continues to dominate the news. Oil prices are moving higher while the markets saw increased volatility this week. With higher energy prices alongside seemingly entrenched inflation, it’s looking less and less likely that the Fed will cut rates this year.
In this week’s episode of 7 Market Movers, Doug Huber covers how the Iranian conflict is impacting the markets; the latest updates on crude oil prices; and what’s going on with redemptions in private credit markets.