05/07/2026
Markets Fell 10%. Then Came Back. Here's What We're Watching Next.
When Iran closed the Strait of Hormuz in February, energy prices spiked ~45% and the S&P 500 dropped ~10%. But by April, markets had erased all of it — and now sit at all-time highs.
In our Q2 2026 Outlook, we cover:
> Why recession risk remains low despite oil's elevated price
> What a new Fed Chair means for rates and your portfolio
> AI IPOs approaching $1 trillion valuations — and what to watch
History shows geopolitical shocks often create attractive entry points for long-term investors. Full outlook linked below.
