Timely commentary on the market, macro, and planning themes shaping investor decisions.
How conflict tied to Iran may affect oil, inflation, interest rates, and the stock market, and what that may mean for portfolio resilience.
What the Iran Oil Shock Means for Inflation, Interest Rates, and Investor Portfolios Read More »
Markets and households were interpreting the same energy shock in very different ways.
Gas Price Expectations Jumped Again Read More »
Markets found relief, but the deeper energy and inflation risks were still unresolved.
Ceasefire Relief, but No Clear Resolution Read More »
A reminder that safe should be defined by the plan, not by the first rally.
Weekend Brief: Safe Havens and Sequence Risk Read More »
A closed-market weekend still revealed what needed review in the plan.
What Payrolls and Oil Volatility Still Meant Read More »
What the March 18, 2026 Fed decision may mean for cash balances, bond structure, and long-term planning decisions.
Sustained energy prices started to affect inflation, margins, and rate expectations.
Oil Above $110 Changed the Setup Read More »
Growth held up, but the cost side of the economy remained uncomfortable.
Manufacturing Grew, but Costs Stayed Hot Read More »
A friendlier headline still left investors with tougher questions about the months ahead.
Confidence Rose, but Inflation Risk Did Too Read More »
The IMF framed the conflict as a supply shock that could pressure growth and inflation.
IMF Warning: Slower Growth, Higher Prices Read More »