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Daily Market Commentary

March 2026

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March 2026

March 23, 2026

A possible de-escalation in the Middle East conflict rippled through markets, with oil falling and stocks rising as President Donald Trump said he’d postpone strikes on Iranian energy infrastructure after what he described as productive talks toward ending hostilities.

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March 20, 2026

The war in the Middle East sparked fresh losses across stocks and bonds amid concern about the spillover effects of elevated energy costs to inflation and economic growth, with hostilities showing no signs of easing.

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March 18, 2026

A surprisingly hot inflation report from before the war in Iran drove stocks and bonds lower, with an oil surge amid heavy attacks on Persian Gulf facilities adding to concerns about further energy disruptions that would fuel price pressures.

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March 16, 2026

A slide in oil prices lifted stocks and bonds on hopes that more tankers will be able to traverse the Strait of Hormuz amid an ongoing war that has upended global energy markets.

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March 12, 2026

A renewed spike in oil prices stoked fears the war in Iran will further crimp energy supplies and fuel inflation, spurring a slide in stocks, which were also hit by signs of distress in the $1.8 trillion private credit market. 

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March 11, 2026

A surge in oil prices amid vessel attacks in the Strait of Hormuz kept a lid on stocks and bonds, with relatively tame inflation data from before the outbreak of the war in Iran failing to boost sentiment.

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March 10, 2026

A rebound in US stocks stalled as a slide in oil failed to keep boosting risk appetite, with a continuation of the war in Iran posing threats to global energy supplies.

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March 9, 2026

The war in the Middle East has sparked turmoil in global markets, with oil prices surging and stocks and bonds experiencing losses.

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March 6, 2026

A weaker-than-estimated jobs report hit stocks at a time when a widening conflict in the Middle East boosts energy prices, fueling inflation jitters.

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March 5, 2026

A renewed spike in oil prices combined with data showing labor-market resilience lifted Treasury yields as stocks fell amid reduced odds of Federal Reserve rate cuts.

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March 4, 2026

Wall Street traders parsing conflicting signals about the war in the Middle East faded an advance in stocks as oil resumed its gain.

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March 3, 2026

Stocks fell and bonds deepened losses as the war in Iran showed no signs of de-escalation.

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March 2, 2026

Stocks fell and the dollar climbed as military strikes intensified across the Middle East.

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