PRINTER FRIENDLY VERSION As strikes on Iran continue and the Strait of Hormuz remains effectively closed, it’s clearly too early for market watchers to stop thinking about geopolitical risk. As discussed in recent commentaries but worth repeating, history shows stocks...
Earnings Likely to Grow Double-Digits Again; Will Markets Care? PRINTER FRIENDLY VERSION Earnings drive stock prices over time, but not all the time. Clearly, we’re in an environment where stocks are moving on developments in the Mideast and related moves in oil...
Energy Stocks Don’t Act the Same in Every Cycle Thomas Shipp | Head of Equity Research Last Updated: March 26, 2026 Perspectives on The Energy Sector and Underlying Sub-Sectors Energy cycles have a way of rewarding investors who show up early, while punishing those...
PRINTER FRIENDLY VERSION Corporate credit markets have become unsettled about the potential for advanced agentic AI tools from firms such as Anthropic and OpenAI to automate functions across legal, analytical, marketing, and sales workflows, effectively targeting the...
PRINTER FRIENDLY VERSION Lower oil “intensity” — less oil used per dollar of economic output — means energy shocks have a smaller impact on growth than in past decades. And from the supply side, the U.S. is now a net exporter of petroleum products. Because we produce...
