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.

Cryptocurrency has evolved from a small-scale experiment into a multi-trillion-dollar global market. This article dives into the market’s history, adoption, innovations and regulations.

The 2026 edition of our 10-Year Capital Market Assumptions (CMAs) offers our projections for asset class returns, volatilities and correlations over the coming decade.

As 2026 unfolds, consumer spending remains a key driver of growth, with mixed signals across income groups and new tax policies shaping household budgets. What might these shifting policies and trends mean for spending this year?