Iran, AI Fears, and Inflation: What the Data Actually Shows

In this market update we start with the Iran conflict and review how the S&P 500 has historically performed after major geopolitical events. The pattern is consistent and worth understanding. From there, we dig into the struggles facing software and tech stocks. The AI disruption narrative has rattled investors, but employment trends for software developers tell a different story, and fourth quarter earnings growth from the Magnificent Seven shows the tech trade still has plenty of life.

We close with an inflation breakdown by category since 2019 — a helpful reminder of where costs have risen the most and why so many households still feel the squeeze.

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