The first quarter edition of our market report, Risks and Opportunities, provides a long-term context for the global and US economy, as well as our outlook on financial markets. Read the full report here
Additionally, it provides our assessment of the near-term effects of the war in Iran that started just a few weeks ago. Since we put the final edits on the report, the Pentagon requested $200B to fund the war, and oil prices jumped to $110 per barrel. The base case of our long-term outlook remains intact, which is a growing economy and positive financial markets in 2026. As the conflict unfolds, we will provide updates on how we expect the global economy and financial markets to respond. If you have any particular questions you would like us to write about, please email us at hello@bfsadvisorygroup.com.