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Weekly Commentary Summary

War always creates economic turmoil. It changes prices, adds to national debt and heightens uncertainty. As such, war may impact economic decision-making even in markets not apparently directly affected by combat. Last week, stock and bond prices were down and yields were up. Three simultaneous shocks are feeding off each other: oil at $100/bbl (up 35% in a week), a February jobs loss of 92,000 versus expectations of +60,000 growth, and a third major private credit gating event. Bonds are not providing their usual cushion because the shock is inflationary. On the wealth planning front, we discuss how to stay the course when markets feel unsteady.

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