News
Escalation of the Middle East conflict, specifically the Iran War.
The ongoing corporate earnings reporting season for Q4 2025 and Q1 2026.
The accelerating demand for AI capabilities and the resulting market re-evaluation of tech companies' future prospects.
The initiation and escalation of the 'Iran war' (referred to as 'Operation Epic Fury' in one article) and its subsequent economic and political ramifications.
The Federal Reserve's early 2026 data and Beige Book observations (March 4) highlighting an economy on steady footing but with risks from stubborn inflation and a slowing job market.