This Week in Review | Q2 Market Recap, June US Jobs, Trade Deal Update (July 3, 2026)

The economy and markets can feel dizzying and ever changing. That’s where we can help. Fisher Investments’ “This Week in Review” is a weekly segment designed to highlight a few things you may have missed this week, what they could mean for financial markets and why they matter to investors like you. This week, Fisher Investments reviews:

• Q2 market performance

• June’s US jobs report

• US-Mexico-Canada agreement

Below are the sources for all data cited in today’s show:

• Source: FactSet, as of 7/1/2026. MSCI World Index Total Return Level, monthly and quarterly, 3/31/2026 – 6/30/2026.

• Source: MarketWatch, as of 7/1/2026. Brent Crude continuous contract, 1/31/2026 – 6/30/2026.

• Source: U.S. Bureau of Labor Statistics, as of 7/2/2026. Y/y US Headline CPI Inflation, January 2022 – May 2026.

• Source: Trading Economics, as of 7/2/2026. United States Non Farm Payrolls and Unemployment Rate, March 2026 – June 2026.

Want to dig deeper?

• What monthly jobs data actually means for markets: https://www.fisherinvestments.com/en-us/insights/market-commentary/no-flowers-for-the-may-jobs-report

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