Please note: due to tech glitches which we are working through, we have a new format. The Overview is no longer clickable. The full review is in the PDF below.
OVERVIEW
1. This week’s economic focus centers on the Consumer Price Index (CPI) report due March 11. Investors will closely monitor the data for confirmation that inflation pressures continue to moderate, though it is important to note that the report reflects February prices and will not capture the recent spike in oil following geopolitical tensions in the Middle East.
2. Main Story This Week Focuses on the Recent Spike in Oil Prices. The recent spike in oil prices following attacks on shipping routes and tankers has raised concerns about a potential global supply shock. In reality, the current disruption is primarily a transportation and logistics issue rather than a shortage of production.
3. Microsoft (MSFT) is expanding its AI ecosystem by integrating Anthropic’s Claude “Cowork” AI agents into Microsoft Copilot, creating a new capability known as Copilot Cowork. The initiative embeds advanced AI assistants directly into the Microsoft 365 environment, enabling software to perform more complex collaborative tasks rather than simply responding to prompts.
4. World Watch
- IRAN REGIME CHANGE? Recent reporting highlights a growing strategic divergence between the United States and Israel over how the conflict with Iran should conclude. President Donald Trump has suggested that the war is nearing a successful end, arguing that U.S. and Israeli military operations have already weakened Iran’s military capabilities and damaged parts of its nuclear and missile infrastructure.
- IRAN’S ‘BUILT-TO-LAST’ REGIME STRUCTURE – Iran’s political system is not centered on a single ruler but on a layered structure designed for resilience. While the Supreme Leader holds the highest authority, power is distributed among several institutions, including the elected president and parliament, clerical oversight bodies such as the Guardian Council and Assembly of Experts, and powerful security organizations like the Islamic Revolutionary Guard Corps (IRGC).
- An updated snapshot of the current global state of economy.
5. Quant & Technical Corner: a selection of quantitative & technical data we monitor on a regular basis to help gauge the overall financial market conditions and the investment environment.
Weekly Market Review, March 13thFrom the desk of our Chief Investment Officer
As an investment professional with over twenty-six years of experience in the financial services industry, Andrew helps clients to protect, grow and transfer wealth during their lifetime with objective, unbiased, customized and efficient strategies.
Education, Professional Licenses Acquired & Affiliations
- Series 7, 63, 65 and 24 Licensed.
- Currently holding Series 65 License registered with SEC
- BA in Economics – Boston University (Boston, MA) 1993
- Certificate in Commodities Trading – New York University (New York, NY) 1991
- Certificate in Financial Planning – New York University (New York, NY) April 2011
With extensive experience in the Financial Services Industry, Andrew Tang and Turner Financial Group provides disciplined wealth management with an intelligent caring approach to each and every client that compliments the Dedicated Financial offering.
Len writes much of his own content, and also shares helpful content from other trusted providers like Turner Financial Group (TFG).
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