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Weekly insights
Market View: Week of Jul. 10, 2026
Markets remain focused on inflation, energy prices, and geopolitical developments as key determinants of Fed policy, while a resilient labor market and strong services sector continue to support consumer spending and overall economic growth.
Jul 13, 2026
Special Edition
2026 Mid-Year Market Review
The first half of 2026 was a story of resilient markets overcoming a series of unexpected risks, causing significant volatility for portfolios and uncertainty for investors early in the year.
Jul 07, 2026
Podcast
Weekly Market Impact: July 6
This week, Phil discusses the spillover effects of AI on market performance beyond the Magnificent Seven, along with the World Cup and the celebration of America’s 250th anniversary.
Jul 06, 2026
Weekly insights
Market View: Week of Jul. 3, 2026
The likelihood of an interest rate cut remains low. While the labor market continues to show resilience, inflation remains elevated enough to keep the Federal Reserve (Fed) on hold. Wage growth continues to lag inflation for many households, particularly lower- and middle-income earners, reinforcing concerns about a divergence in the economy.
Jul 06, 2026
Special Edition
SpaceX Update Video: June 23
Jul 06, 2026
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