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If this is your first time reading, welcome to The Investor’s Edge — a thriving community of over 27,000 subscribers striving to be better investors with an edge in the market.

Every weekend we publish “The Weekly Wrap-Up” — your ticket to being well informed and staying ahead in the investment game!

This report is designed to help investors of all skill levels break down important stories/topics within the stock market. And best of all, we cut through all of the BS and give you exactly what you need to know in easy to digest, bite sized pieces of content.

Grab your coffee and let’s dive in.

Stocks had another tough week on the US/Iran news. Meanwhile, oil jumped another 8%, treasury yields surged, and the dollar traded back above $100.

These are some of the biggest stories from the second half of the week that had an influence on market action.

Escalating conflict between the United States and Iran disrupted energy shipping across the Persian Gulf this week. Commercial vessels near the Strait of Hormuz faced missile threats, sea mines, and attacks that slowed tanker traffic and lifted oil prices. Governments responded with strategic reserve releases, sanctions adjustments, and emergency shipping policy discussions as investors reassessed energy supply, inflation risk, and geopolitical exposure.

🔑 Key Points

👀 What You Need to Know

Energy markets react quickly to disruptions in the Persian Gulf because the region sits at the center of global oil transport. Even partial interruptions tighten supply expectations, raise freight costs, and amplify inflation pressures tied to fuel, food, and industrial inputs. For investors, the conflict introduces a renewed geopolitical risk premium across commodities, shipping, and energy infrastructure. Volatility may persist while shipping safety, military escalation, and policy responses remain uncertain.

New inflation data released this week delivered a mixed signal on the direction of price pressures across the economy. Consumer price data indicated moderation across goods and housing components, while the Federal Reserve’s preferred measure showed firmer trends across services categories. The reports arrived as global energy markets turned volatile, leaving policymakers and investors assessing whether recent inflation progress can persist through shifting macro conditions.

🔑 Key Points

👀 What You Need to Know

Inflation data continues to move closer to the Federal Reserve’s long-term objective, though progress remains uneven across categories. Goods inflation continues easing while services prices remain slower to normalize due to wage-driven costs. Energy markets represent the largest variable moving forward as geopolitical tensions push oil prices higher. If energy prices continue rising, inflation progress could slow even as other categories stabilize across the economy.

📚 Edge-ucation: Understanding the Different U.S. Inflation Reports

The U.S. measures inflation through several reports that track prices at different stages of the economy. The most widely followed are the Consumer Price Index, the Personal Consumption Expenditures index, and the Producer Price Index. Each report captures a different part of the pricing chain, which is why markets analyze them together when evaluating inflation trends and Federal Reserve policy expectations.

Understanding these reports helps investors interpret inflation data correctly, and evaluate how macro conditions may affect interest rates, valuations, and corporate earnings.

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Oracle $ORCL ( ▼ 3.15% ) delivered a strong Q3 on cloud-driven growth and AI backlog expansion. The stock was +2% this week.

For full breakdowns of all earnings, including graphics and all key takeaways. head to the earnings channel in our Discord.

In this section, we'll be curating a selection of news headlines we think you'll find interesting. If a topic catches your eye, click the provided links to read more about it.

We continue to push out more and more content every week to give investors that edge. Here are the posts Investor’s Edge+ subscribers received this week.

Mondays are for the investors. Every Monday morning we share exactly what we’re watching in the week ahead, how we’re positioning, and even share a sneak peek into our systems and models. This week we discussed the US/Iran war causing oil prices to sky rocket and its potential effects on the markets. See the latest full report here:

Every month we share a full access look into our portfolios, including holdings, performance, activity and our watchlists for the upcoming month. You can see both of our portfolios, what moves we made in February, and how we are performing YTD here:

While there are several earnings and the Fed’s interest rate decision to watch, the main catalyst will once again be oil prices and the US/Iran war.

Earnings season is coming to and but there are still a handful of important names left to report. Here is the full calendar of scheduled earnings releases:

Overall, 5 of the names we cover are set to report:

Next week will be all about the Fed’s interest rate decision on Wednesday.

We also get PPI, initial jobless claims, several housing insights, and a couple of manufacturing reports.

Here is the full calendar of events we will be watching:

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Thank you for reading this edition of the Weekly Wrap-Up. Have a great weekend!

Until next time investors!

Mark & Chris

The Investor’s Edge

This is not investing advice. It is very important that you do your own research and make investments based on your own personal circumstances, preferences, goals and risk tolerance.