Q1 2026 Review: Oil Surge, Iran War & Rising Recession Risk
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Q1 2026 Review: Oil Surge, Iran War & Rising Recession Risk
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This episode is a quarterly review of Q1 2026 covering market moves, geopolitical shocks, and economic outlook. Stocks and bonds retreated while oil rallied sharply after the Iran conflict; the S&P 500 fell, Nasdaq slid further, and small caps held modest gains.
Earnings were stronger-than-expected with rising 2026 EPS estimates that compressed the S&P's forward P/E as prices fell. The report discusses sector winners (energy, materials) and losers (tech, financials, consumer discretionary), the private credit risks, and shifting Fed expectations.
The show concludes with outlook and risks: higher inflation and rates, elevated recession odds if the Strait of Hormuz remains closed, and the conditions needed for the bull market to resume.
For a copy of this week's Doll's Deliberations click on the following link April 6 or go to www.crossmarkglobal.com for additional insight and investment solutions.