Click Here for Printable Version The Straits of Hormuz remains closed, though talks appear to be in progress. As we write, no formal resolution has been announced, although there are reports that one is imminent. For now, bond markets continue to fall as they reflect higher inflation risk. UK 10‑year gilt yields are holding firmly … Continue reading “April 2026 Market View”

Click Here for Printable Version The bombing of Iran was supposed to be a short-term event that precipitated leadership change. The success of Venezuela has, so far, not been repeated and the dreaded military “mission creep” emerged. As we write, a two-week ceasefire has been agreed, and Donald Trump seemingly has the “off-ramp” he needs … Continue reading “March 2026 Market View”