Iran War

Oil dropped on the preliminary agreement, but analysts caution against expecting a near-term return to prewar prices.

Strong balance sheets support growth, but miner shares look very expensive overall.

The Middle East conflict is exacerbating the already-challenging task of projecting oil and natural gas prices.

And why the market is starting to feel bubbly.

An economist’s take on sky-high gas prices, ‘abysmal’ sentiment, and an economy that’s being rewired.

And what it means for your money.

With the cryptocurrency’s Iran war rally, bitcoin continues to flip-flop between performing like a haven and a risk asset.

The market is leaning toward no rate cuts in 2026.

The Janus Henderson investment manager says inflation will be higher than most expect and for dividend stock strategies to outperform.

Among the trends, expect higher oil prices for longer, reshoring, energy saving, and a better outlook for gold.

Managers parked money in cash, rotated into value-heavy market sectors, and adjusted international weightings.

Bond investors curb duration, credit bets; equity investors make energy-related, buy-the-dip moves; gold wins medal for outflows.

Analysts credit robust earnings, decent valuations, and continued hopes of a resolution as helping the market overcome the war and other concerns.

Emerging-market bond funds have gone from top performers to the bottom of the barrel.

Wrapping up our coverage of markets and the week.