Join Quorum Managing Partners Mike Barry & Kelly Milligan as they recap the first half of 2025 and share our outlook for the rest of the year. Originally recorded June 20, 2025.
Join Quorum Managing Partners Mike Barry & Kelly Milligan as they recap the first half of 2025 and share our outlook for the rest of the year. Originally recorded June 20, 2025.
July left two stories on the table: a split equity tape under a nearly unchanged S&P 500, and a war in the Strait of Hormuz that had already pushed crude
As the conflict between the U.S. and Iran wages on, its impact on oil prices proves continuously relevant to market volatility and the future for inflation. July saw the U.S.
Investors, politicians, and TV talking heads all talk about “the market,” but what does that phrase really mean? To start, there are different markets for investments—a stock market, a bond
The war with Iran remains highly tumultuous despite April’s indefinite ceasefire extension. The truce has been critically strained by a continuous “dual blockade” in the Persian Gulf and direct military
The ongoing war with Iran appears to have no clear off ramp in sight, and the ceasefire seems to be on tenuous ground. The equity markets, responding in part to
The market barely had time to digest tariffs and AI when the Trump administration began a war against Iran. After the initial reaction, the market appeared to recover somewhat, as
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