IRAN CONFLICT: MARKET IMPLICATIONS
Escalating conflict in the Middle East leaves energy markets facing potential supply-demand imbalances.
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Macroeconomic
The Strait of Hormuz, which moves about 20% of global oil, has seen many ships that normally travel through it curtail their activity. Consequently, WTI oil was up over 36% in the five days after the oil supply shock began. Yet equities barely budged, signaling a temporary supply shock, not a larger crisis. Historically, after similar price spikes equities tend to move higher while oil prices decline — further evidence for avoiding emotion-driven investing.
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Macroeconomic
Checkpoints is a comprehensive monthly chartbook highlighting major top-of-mind themes that could shape financial markets in the near term. In addition to the broader macroeconomic discussion, Checkpoints delivers detailed views on major asset classes, including global equities, fixed income and real assets.
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Macroeconomic
Advanced economies are grappling with historically high levels of sovereign debt.
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Technology
The AI revolution is not just a tech story; it is a capital allocation story, and private markets are at the center of an AI-driven capital expenditure boom.