Q3 2026 Update

At the end of the first quarter, the wall of worry was high. Global stocks were down, oil was spiking, and the shadow of the newly erupted war in Iran had investors bracing for a broad drawdown. Cautious positioning seemed not just prudent, but necessary. Q2 delivered a textbook reminder of how quickly markets and … Continue reading Q3 2026 Update →

Markets Retaliate on Tariffs

What a difference a day makes. Just one day after BCM's Q2 Update, we got a major global shock from the White House. The timing of President Trump's tariff announcement was not a surprise, but it was worse than anyone expected. Although we have more questions than answers, we'll walk through what these developments could … Continue reading Markets Retaliate on Tariffs →