Recent economic concerns have caused consumer sentiment to fall, though spending remains healthy. What do these mixed conditions mean for markets and the economy?

Broadening While the Generals Rest The market closed higher on the week, but the battlefield remained largely contained inside last week’s range. Under the continuing shadow of the Iran war, ceasefire discussions, and fragile peace negotiations, investors were left weighing a familiar tension. The fog of peace eased enough to support risk assets, but not […]

Recent economic concerns have caused consumer sentiment to fall, though spending remains healthy. What do these mixed conditions mean for markets and the economy?

Broadening Under Fire The market entered the week with the Iran war still casting a long shadow over the battlefield. Peace discussions, ceasefire headlines, and renewed tension around the Strait of Hormuz continued to shape the cross-asset front. Yet despite the fog of war, the equity campaign delivered an important internal message. The headline battlefield […]