A postponed strike flips the thesis and sends investors back into risk assets.
Your Daily Market Brief  Markets spent weeks pricing in escalation. Defense contractors rallied, energy names hedged their bets, and volatility crept higher as rhetoric between Washington and Tehran intensified. Then President Trump announced he'd postpone strikes on Iranian energy infrastructure, and the entire thesis flipped overnight. Stocks rallied on the news. Read Full Analysis |
Don't Miss These Updates  Three Critical Decisions That Will Define Your Retirement The year before retirement represents one of the most consequential periods in your financial life. The decisions you make about spending, Social Security claiming, and portfolio allocation will echo through the next three decades of your life. Get them right, and you'll enjoy financial security and peace of mind. Get them wrong, and you'll face the painful reality of cutting back on the retirement you imagined. Continue Reading → |  The Housing Market Faces a Geopolitical Crossroads The housing market just hit an inflection point that nobody saw coming at the start of 2026. Mortgage rates have climbed to yearly highs, the 10-year Treasury yield broke above a key threshold for the first time since September 2025, and the Federal Reserve's rate-cut narrative has completely collapsed. The culprit? An Iran conflict that keeps escalating when everyone expected it to fade away by March 21. Continue Reading → |
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