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Weekly Market Update

4/27/2026

After a strong rally to start the month, markets were mixed last week, as investors weighed solid earnings against a complex geopolitical and policy backdrop. While the worst-case scenarios in the Middle East have been sidelined for now, the medium-term impact on global shipping lanes remains a variable we are monitoring closely.

Weekly Market Update

4/20/2026

Last week’s market price action echoed the previous week, as stocks and bonds extended the rally. The optimism continues to be fueled by hopes of a resolution to the Iran conflict. Although there is still no final deal, investors either seem to believe that one is coming, or are willing to look past the conflict, at least for now. While it is often a losing game to bet against market momentum, we are not in the clear just yet.

Weekly Market Update

4/13/2026

Markets continued to rebound last week, with solid gains across stock markets. The news of a temporary ceasefire in Iran lightened the mood of investors. However, negotiations over the weekend failed to yield any lasting results. The situation remains fluid and one to watch. Elsewhere, assuming the ceasefire holds, the focus over the coming weeks will likely shift back to stock fundamentals and first-quarter earnings.

Weekly Market Update

4/6/2026

Markets largely rebounded last week, driven by a combination of oversold conditions and optimism regarding a potential de-escalation of the Iran conflict. However, we remain more cautious than optimistic at this juncture. While a resolution would be welcome, the damage may already be done. Even an immediate ceasefire would not resolve the pending months-long disruption to global energy supplies.

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Weekly Market Update

Weekly Market Update

Weekly Market Update

Weekly Market Update

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