The financial and economic impacts of the continuously expanding Middle East War are becoming much more evident across the globe. We are currently experiencing stagflationary winds, a correction in the S&P, and the largest monthly loss for the classic 60/40 investment portfolio since 2022. A heavy influx of information is arriving this week, which will allow us to measure the level of resilience remaining in our system. Volatility, dispersion, and fragmentation were the three themes projected for this year, and they have now emerged as active forces completely transforming the global economy and markets. You can access my latest Weekly Look at the Global Economy and Markets through the links provided below.
https://t.co/LTKzit0mFB
https://t.co/LGhYH00KIP
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