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2HFY26 Forecast: Temporary Capital Headwinds, Durable Bull MarketBy Kip Lytel, CFA — Montecito Capital Management As published in the 2026 Midyear Outlook · Wealth Management by Informa · August 2026 · Page 127 While consensus increasingly focuses on whether the
U.S. equities finished the week higher, with all three major indexes posting solid gains despite continued geopolitical tensions and higher Treasury yields. Strong corporate earnings—particularly from AI leaders—combined with resilient economic data and a patient Federal Reserve helped investors look
Weekly Market Update Week Ending July 24, 2026 Market Overview U.S. equity markets experienced a modest pullback this week as investors paused following a strong advance. The broader trend remains constructive, but market leadership became more selective as investors evaluated
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