Live Market Briefing: Energy Shock — Stress Testing the Economy and Benchmarking Q1 Performance

Can the US Economy Hang On? Navigating the Energy Shock, Shifting Rates, and Portfolio Strategy.

2026 began with the promise of resilience, but new headwinds are testing the limits of the US economy.

With oil prices threatening bottom lines, consumer spending, and the Fed’s dual mandate, the business cycle is facing its most significant challenge in years.

To understand where markets are pointing—and how portfolios will perform—investors must grapple with the implications of the ongoing energy shock. Join us for a 30-minute session on the macroeconomic outlook. Analysis will follow the upcoming March jobs report and assess portfolio performance through the end of the first quarter.