Monday Mar 23, 2026
War Continues to Hurt Risk Assets
Stocks fell for a fourth week as the Middle East conflict and volatile oil prices pushed investors toward safety. Energy and financials held up while utilities, materials and consumer staples lagged, and the market is wrestling with uncertainty about energy supplies and inflation.
The Fed paused on rates while inflation remains stubbornly above targets. Crossmark recommends a cautious asset mix — neutral equities, overweight cash, and underweight bonds — expecting further near-term weakness but a likely rebound once clarity on oil and supply risks emerges.
For a copy of this week's Doll's Deliberations click on the following link March 23 or go to www.crossmarkglobal.com for additional insight and investment solutions.
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