Paul Eitelman

The Strait is Open. What's Next for Markets?

The dominant theme this week was a tug of war between improving macroeconomic conditions and weakness in parts of

By Paul Eitelman

Global equity markets moved modestly higher this week as first-quarter earnings season continued to deliver strong re

By Paul Eitelman

The conflict in the Middle East remained a key driver of market sentiment this week, with rapi

By Paul Eitelman

Geopolitical headlines rarely arrive quietly. The recent escalation in the Middle East is a reminder of how

By Paul Eitelman

The ongoing conflict involving Iran and the disruption to energy markets has moved b

By Paul Eitelman

Energy markets drove this week’s market volatility, with the conflict in Iran triggering a sharp rise in oil and natural gas

By Paul Eitelman

Markets are responding primarily to uncertainty, with oil prices rising and equities volatile. The ec

By Paul Eitelman

Markets are responding primarily to uncertainty, with oil prices rising and equities volatile. The ec

By Paul Eitelman

The U.S. is on the back end of fourth-quarter earnings season, and the overall tone from corporate management te

By Paul Eitelman

The U.S. and global economy remain on solid footing. We don’t believe recent geopolitical developments pose a sys

By Paul Eitelman