Dire Strait: War's Impact on Stocks

Published on March 20, 2026

A properly functioning Strait of Hormuz holds the keys to clarity around the growth, inflation, and market shock that has stemmed from the war in the Middle East.

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Private Credit’s Biggest Players Go From Good to Bad to Worse

March 20, 2026
Public markets give a running commentary on the biggest players in private markets. Over the last year, this has gone from good to bad to worse. The sector’s long-term growth prospects may be more-or-less intact, but the next few years probably won’t feel that way.

No Conviction

March 20, 2026
As expected, there was no rate cut at today’s meeting, but changes to economic projections and comments at the press conference gave some light into how the Fed is processing political and geopolitical events, and how those events are shaping the Fed’s outlook.