SMID Strategy - March 2026
April 13, 2026
The stock market started the year positively as strength in AI infrastructure related companies continued unabated into January. But February saw stocks pull back due to a weak jobs report, uncertainty related to the Supreme Court ruling against Trump tariffs, and rising tensions between the U.S. and Iran. The sell-off accelerated in March, as oil prices spiked above $100 a barrel and interest rates rose upon the outbreak of the Iran conflict, increasing the prospects for damage to the global economy.
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