John Cox Monthly Economic Market Update – March 2026

John B. Cox, CFA®, CAIA

March 12, 2026

In this video, John Cox, CFA®, CAIA, Chief Economist, Partner, Wealth Advisor at Waverly Advisors, provides an economic update and discusses several key developments shaping the current market environment.

John reviews the recent spike in oil prices tied to tensions involving the U.S. and Iran, explaining how disruptions around the Strait of Hormuz can affect global energy supply and consumer costs. He also discusses recent labor market data, noting signs of slowing job growth and the implications for the broader U.S. economy.

In addition, John covers current inflation trends, expectations for economic growth in 2026, and recent monetary policy developments, including the nomination of Kevin Warsh as the potential next Chair of the Federal Reserve. He concludes with commentary on the upcoming midterm election cycle and the historical relationship between midterm elections and market performance.

This video was recorded on Tuesday, March 10, 2026

For important disclosures, please visit: https://waverly-advisors.com/otherimportantdisclosure

Music Credit:
Song: Olif — Be Yourself
Music provided by Vlog No Copyright Music.
Video Link: https://bit.ly/3u2ON9O

IMPORTANT DISCLOSURES

The information presented in this document is for general informational and educational purposes and is not specific to any individual’s personal circumstances. Nothing in this document constitutes, or shall be relied upon as, investment, legal, or tax advice to any person. The information in this document is provided effective as of the date of its publication, does not necessarily reflect the most current status or development, and is subject to revision at any time. Investing involves risk, and past performance does not necessarily predict future results. None of Waverly, or any of its officers, members, or affiliates, in any way warrant or guarantee the success of any action that anyone may take in reliance on any statements or recommendations in this document.

Waverly Advisors, LLC (“Waverly”) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Waverly, including investment strategies, fees and objectives can be found in Waverly’s ADV Part 2A Brochure and Form CRS (Customer Relationship Summary), available at https://waverly-advisors.com/.

You should not assume that any information provided serves as the receipt of, or as a substitute for, personalized investment advice from Waverly. This information should be used as a reference only.

Investment advisory services are offered by Waverly Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission.
© 2024 Waverly Advisors, LLC. All rights reserved.

For more information, please see our other important disclosures: https://waverly-advisors.com/otherimportantdisclosure/

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MEET THE AUTHOR

John B. Cox, CFA®, CAIA

Partner, Chief Economist, Wealth Advisor

John is the Chief Economist at Waverly Advisors. He is also a Partner of the firm and a Wealth Advisor.

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