One Week Later

Published on March 14, 2026

A surprise 92k decline in February nonfarm payrolls and a rise in the unemployment rate to 4.4% signal some labor market softening, though stronger ISM manufacturing and services readings and still-low jobless claims suggest the broader U.S. growth backdrop remains intact.

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Potential Impact on Global Equities

March 14, 2026
The worsening energy shock from the Iran War has raised risks of a more severe crisis. It may resolve quickly, but the longer it persists, the larger the possible economic damage. Asia and Europe are most vulnerable.

The Sword of Damocles Over the Global Economy

March 14, 2026
We covered a lot of ground, but one image stuck with me: He called the Strait of Hormuz the sword of Damocles hanging over the global economy. For decades, the world’s most critical energy chokepoint has dangled there.