As the conflict in the Middle East continues, directly disrupting shipping in the Strait of Hormuz, it's no surprise that many investors are wondering if markets are ignoring the risks this poses on the global economy and markets.

However, in the U.S. it is also true that our economy today is less energy-intensive, less dependent on imported oil, and better positioned than many European and Asian economies to withstand volatility in global energy markets.

Get our Q2 2026 market commentary to read our analysis of the risks and strengths in the current market and economic environment. You'll get expert insights on key issues including:

  • Why markets held up despite geopolitical conflict and rising energy prices
  • The reduced impact of oil shocks on the U.S. economy
  • Why earnings expectations remain a key source of support for equities
  • How productivity gains impact margins, inflation, and economic growth
  • The shift in Fed policy expectations as inflation and labor data evolve
  • Why private credit liquidity and valuation risks deserve closer attention in 2026

If you have $500,000 or more, fill out the form to get your free report today!

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