Geopolitics & Markets

Each week, the Stokes Family Office staff puts together a list of our favorite news and updates on all things wealth management. From financial planning, portfolio construction, tax and estate planning, and retirement plan services to anything we found interesting.  Enjoy this week’s curated list for your weekend reading!

ECONOMY NEWS

The Global Economy Is Well Oiled

• Fisher Investments: Defying gloom, the world economy is in a credit upswing.

Strait of Hormuz: Energy Demand and Supply

• Torsten Slok: The Strait of Hormuz is a key chokepoint for global oil trade, making any disruption an immediate risk to energy prices and macro outcomes. Our chart book examines energy demand and supply, as well as the significance of the Strait of Hormuz.

Why War in Iran Won’t Bring Back $100 Oil

• Wael Mahdi: The war is real, and the risks aren’t trivial. But the oil market is not as fragile as the headlines suggest, and OPEC+ is not standing by while the world burns. To forecast where oil prices go, watch the Strait, not the strike tallies.

Related:

• • • • AI & Future Prosperity
      • Energy Stocks, Housing, & the Overstretched Consumer
      • Shelter Inflation & The AI Gamble
      • A New Fed Chair, Manufacturing, & Diversification

MARKETS NEWS

When War (and Other Major Events) Hit Wall Street

• Novel Investor: Worries about the negative effects of war and other events may have on your portfolio is common. But is it warranted?

Geopolitics vs. Markets

• Ben Carlson: The stock market sold off. Oil prices spiked. Bond yields rose. Almost everything fell — stocks, bonds, emerging markets, gold, bitcoin, seemingly everything but the dollar. Investors are trying to figure out what the war in Iran means for the markets.

Once America’s Most Affordable Rental City, Austin Is About to Get More Expensive

• Rebecca Picciotto: Rents in Texas capital look poised to rise as backlog of newly built apartments starts to run dry and people keep moving to city

CHART OF THE WEEK

Via First Trust | Wars, Geopolitical Shocks, & the Stock Market. See More.

Stokes Family Office is 100% Family Owned, and has been continually operating in the New Orleans Area for over 35 years.  As a family office, we are focused on family wealth, financial planning, and tax planning. We are your local experts for Gulf South wealth management. Want to hear more from our team? Check out the Lagniappe Podcast.