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U.S. Market Resilience Amid Geopolitical Conflict and Energy Price Volatility

Picture of Scott Colbert Scott Colbert : April 23, 2026

Economy Economic Insights
U.S. Market Resilience Amid Geopolitical Conflict and Energy Price Volatility

Recorded April 23, 2026

In the latest Commerce Trust Market Brief video, Scott Colbert, Chief Economist and Director of Fixed Income Management, discusses the resilience of global equity markets amid higher energy prices and the ongoing conflict in Iran, including:  

  •  Strong performance in U.S. equity markets while international stocks have been impacted by spiking energy prices  

  •  Developments in fixed income markets, including the impact of higher interest rates on bond returns 

  •  How energy prices are influencing inflation and the outlook for economic growth

  •  Recent employment data and how job growth is evolving this year

  •  Four major themes shaping recent record levels for markets: the market’s outlook on the Middle East conflict, U.S. energy supply, robust earnings trends, and AI-related investment  


 

Read the transcript

 

 

 

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