Click Here for Printable Version US President Donald Trump believed that he had extricated himself from the problem he created in the Strait of Hormuz, however, the Iranians thought otherwise. As we write, the situation remains unresolved, but it appears that a toll system is likely. For markets, all that matters is that oil and … Continue reading “July 2026 Market View”

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”