Oil Supply Shocks Don’t Age Well

Published on April 14, 2026

The Middle East ceasefire sparked a relief rally last week as markets dialed back the risk of a deep, drawn‑out oil supply shock. Stocks have already erased much of the post-conflict drop. Bonds haven’t gotten the memo: Yields are still elevated, keeping a bit of extra term premium on the table.

Continue reading on website
Other news

Fed Weighs Stubborn Inflation and Middle East Conflict

April 14, 2026
Investor anxieties surrounding negotiations between the U.S. and Iran paused a rally on Friday, initially sparked by roughly in-line inflation data and the announcement of a two-week ceasefire on Tuesday night.

Helium Is Elementary

April 14, 2026
Beyond keeping party balloons aloft, helium plays a far more serious role in the modern economy. Extracted as a by‑product of natural gas production, it is an essential input across semiconductors, medical imaging, aerospace and defense systems.