Iran War and Markets
The financial markets have continued to be volatile in the week and a half since the U.S./Israeli strikes on Iran. Oil prices have swung the widest,...
Iran War and Today’s Markets
This weekend, U.S. and Israeli air attacks on Iran, killing of the 86-year-old Supreme Leader Ayatollah Ali Khamenei, and various regional responses...
Thayer Partners Quarter 4 Investment Commentary
Stocks Complete a Strong Quarter, Year, and Remarkable Three Years The Federal Reserve Faces Leadership and Policy Transition in 2026 Economic Growth...
Thayer Partners Quarter 2 Investment Commentary
Executive Summary: Stocks Recover from Early April Tariff Sell-off, as Negotiations Continue Fed Remains on Hold, Watching Tariff Effects and...
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Navigating Tariffs, Inflation, and Market Volatility
All clients — the below five questions/answers are from a discussion that was had just before yesterday’s pause announcement. However, we feel it’s...
Market Update
As you are seeing, stocks have been in sell mode in recent weeks, including a big drawdown yesterday. After hitting an all-time high on February...