Iran Risk Threatens The Everything Rally

James Picerno6.93K FollowersFollow5ShareSavePlay(5min)Comment(1)SummaryThe US-Israel military strike on Iran is ongoing and appears set to continue for days, possibly weeks.Foreign stocks and commodities are the performance leaders in 2026 through Friday’s close (Feb. 27), based on a set of ETFs.The economic costs for the global economy could be significant if the conflict lingers and oil prices stay elevated. wildpixel/iStock via Getty Images All the major asset classes are posting year-to-date gains as of Friday’s close. But a lot can happen over one weekend. The US-Israel military strike on Iran is ongoing and appears set to continue forThis article was written byJames Picerno6.93K FollowersFollowJames Picerno is the director of analytics at The Milwaukee Co., a wealth manager that is the adviser to The Brinsmere Funds, a pair of global asset allocation ETFs. He also edits CapitalSpectator.com and The US Business Cycle Research Report (CapitalSpectator.com/premium-research). He is the author of three books, including "Quantitative Investment Portfolio Analytics In R: An Introduction To R For Modeling Portfolio Risk and Return." Previously he was a financial journalist at Bloomberg and before that at Dow Jones.