2026 Mid-Year Economic Review

This week we'll look at the 2026 Economic picture and related market behaviors as we enter the second half of 2026, especially the Q2 earnings season ahead. We'll talk jobs, inflation, growth, and the remainder of 2026. We'll talk about the long-term investor's response to market moves, and ways to adjust, moving into the second half.

Weekly Roundup - July 6-10 2026.pdf

Download PDF • 99KB

Markets_Observer_2Q2026_FINAL.pdf

Download PDF • 5.33MB

Weekly Verse:

If then you have not been faithful in the unrighteous wealth, who will entrust to you the true riches?

- Luke 16:11, ESV

References:

[1] https://www.youtube.com/watch?v=3k3KsZmdclw

[2] https://www.hilltopsecurities.com/economic_commentary/us-economic-update-second-quarter-2026/

[3] https://www.jpmorgan.com/insights/markets-and-economy/economy/economic-trends

[4] https://www.ssga.com/us/en/individual/insights/market-forecasts-q2-2026

[5] https://www.oldrepublictitle.com/blog/economic-update-q2-2026/

[6] https://ceritypartners.com/insights/q2-2026-review-and-q3-2026-economic-and-market-outlook/

[7] https://www.federalreserve.gov/newsevents/speech/waller20260713a.htm

[8] https://seekingalpha.com/article/4921663-baird-international-and-global-growth-funds-q2-2026-commentary-and-market-outlook

[9] https://www.fidelity.com/viewpoints/market-and-economic-insights/quarterly-market-update

[10] https://www.barrons.com/articles/bank-earnings-tech-stock-e06a56bf?st=scPUXS&reflink=article_email_share