Click Here for Printable Version Trump has reached a tentative agreement with Iran and ship transits through the Straits of Hormuz are slowly building. Brent crude oil prices have fallen sharply from a high of $114 to $76. This is important, as inflation fears have receded. Just how fragile this ceasefire remains to be seen, … Continue reading “June 2026 Market View”

Click Here for Printable Version The Straits of Hormuz remains closed, and the longer the closure continues, the greater the risk of a global recession. Although energy and fuel prices have risen, supply still appears adequate for now, however, global oil inventories are being depleted at a record rate. Since the conflict began, most pessimistic … Continue reading “May 2026 Market View”