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March 2026 Review and Outlook

Executive Summary Risk assets declined sharply as geopolitics outweighed fundamentalsMacro de‑risking dominated as growth and value declined togetherBrent crude posted its largest monthly gain since the 1970sFalling 5‑year…

Weekly Chartstopper: April 2, 2026

This WeekOnce again, developments in the Iran conflict moved markets this week — overshadowing most macro news.The key developments in the Iran conflict this week were that:President Trump said twice that the conflict would…

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