Weekly Market Commentary 09-28-2026

"Middle East Conflict & Surging Oil"

See what we have to say about the following:

 

 

 

 

·        Middle East Conflict and Surging Oil: Middle East disruptions are keeping oil prices elevated, while depressed Strait of Hormuz tanker traffic reinforces ongoing energy-market risks.

·        Rising Interest Rates and Fed Rate Hikes: Higher rates may increase near-term volatility, though historical valuations and strong earnings suggest stocks can remain resilient.

·        Artificial Intelligence and the Dot-Com Comparison: Heavy AI spending is pressuring hyperscaler cash flow, but broader market cash flow is expected to remain healthy.

·        STAAC Asset Allocation Insights: STAAC remains overweight equities and underweight fixed income, favoring quality stocks, industrials, energy, and higher-quality credit.