The Economy Heading Into the Second Half of 2026: What We're Watching (Quarterly Edge: Q3 2026)

What should investors be watching as we move through the second half of 2026?

In this Quarterly Edge episode, Chief Investment Officer Daniel Dusina, CFA® and Managing Partner Dan Seder, CFA®, CMT, CFP® discuss three key themes we are watching across the economy, stocks, and bonds..

They cover why the labor market may be showing signs of stabilization, what recent inflation data may be telling investors, how corporate earnings have appeared to influence recent stock market performance, and how changing Federal Reserve expectations could impact interest rates and fixed income investing.

While headlines continue to create uncertainty, understanding the broader economic picture may help investors stay focused on long-term decision making.

In This Episode:

Recent labor market trends and hiring outlook Why inflation may not be telling the whole story What recent stock highs may mean for investors Why corporate earnings remain an important driver of equity markets How are stock valuations being assessed today? How Federal Reserve expectations have shifted What today's bond market may mean for investors Why credit quality may be an important consideration in fixed income portfolios "My whole tagline for the back half of this year, as it pertains to the labor market, is we have a much cleaner story now." – Daniel Dusina, CFA

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Disclaimer: This transcript was generated using Adobe Premiere Pro 2025 AI speak-to-text transcription technology and may not constitute a complete or exact word-for-word transcript of the original recording. Please refer to the original podcast audio recording for the complete and most accurate content. Please note that the information contained herein is for informational purposes only and does not constitute investment advice or a recommendation of any kind. Past performance is not indicative of future results.

Links:

Daniel Dusina: https://www.bluechippartners.com/about/our-team/daniel-dusina

Dan Seder: https://www.bluechippartners.com/about/our-team/daniel-seder