Q2 2026 Market Update: Macro Landscape & Portfolio Performance
In a quarter defined by an oil supply shock, a sharp reversal in inflation, and an AI trade that continues to broaden, understanding what moved markets in the second quarter helps investors make sense of the road ahead.
Join Bouchey Financial Group for our Q2 2026 Market & Economic Update, where our investment team walks through the macro forces that shaped the quarter, from the Strait of Hormuz disruption and its ripple through energy and inflation, to a cooling labor market and the Federal Reserve's path forward.
Presented by Paolo LaPietra, Director of Portfolio Strategy, and Ed Wilhelm, Senior Portfolio Trader, this discussion offers timely perspective on where the economy stands at midyear and the themes we are watching in the second half.
Webinar highlights include:
- An economic overview covering oil, inflation, the labor market, the Fed, and GDP
- A midyear market recap and how history has treated equities after oil surges
- The AI trade: earnings growth, record data-center investment, and adoption spreading beyond tech
This webinar is designed to provide context and clarity as investors navigate a shifting rate environment and position for the second half of the year.
Watch the full Q2 2026 Market & Economic Update webinar recording below.
For additional market commentary, insights, and past webinar recordings, visit our insights page.
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