18. An Economist's View of Q1 2026 and What Comes Next with Dr. John Silvia

With the first quarter of 2026 in the books, investors and consumers alike are searching for clarity amid a complex economic backdrop: tariffs, an ongoing conflict in the Middle East, and the ever-present question of what the Fed will do next.In this episode, Tom Moran and Don Drury are joined by Dr. John Silvia, former Managing Director and Chief Economist at Wells Fargo and founder of Dynamic Economic Strategy.The conversation covers the current state of consumer spending, corporate earnings expectations, and the quiet productivity boom reshaping the U.S. economy. Dr. Silvia also addresses the distributional impact of rising oil prices across global markets, why the U.S. is better positioned than Europe and Asia, and what investors should be watching as the year unfolds.From Fed policy to the 10-year treasury to the case for a commodity supercycle, this episode delivers a grounded, data-driven outlook for the rest of 2026.Subscribe and follow along, we're just getting started!The content on this page and/or video is for educational purposes only and should not be construed as investment advice. Specifically, the content is intended to provide education and tools for individuals looking to handle their retirement planning on their own. Should you need personalized investment advice, you should consult with a registered investment adviser. Any communications on this page with other individuals that are not associated with Moran Wealth Management, LLC are done voluntarily by users and are unsupervised and unaffiliated with Moran Wealth Management, LLC and Moran Wealth Management, LLC has no responsibility or liability over any discussions or advice that may be given. Moran Wealth Management, LLC is a registered investment adviser and can provide investment advice. If you are interested in Moran Wealth Management, LLC’s advisory services, you can contact us at 239-920-4440 or [email protected] content may include forward-looking statements, projections, or opinions that are based on current assumptions and market conditions. These statements are not guarantees of future performance and actual results may differ materially.Any references to market performance, investment strategies, or asset classes are for illustrative purposes only and should not be considered a recommendation to buy or sell any security. Past performance is not indicative of future results.All investments involve risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.Any views expressed by guest speakers are their own and do not necessarily reflect the views of Moran Wealth Management, LLC.For disclosures, visit: https://www.moranwm.com/disclosuresThis communication may contain testimonials of Moran Wealth Management’s clients. These testimonials reflect the real-life experiences and opinions of these customers. However, these experiences are personal to them and are not necessarily representative of all clients’ experiences. Moran Wealth Management® makes no claim, and you should not assume, that all clients will have the same experiences. Your individual results will vary. The views and opinions contained in the testimonials belong solely to the individual client and do not reflect our views and opinions. Clients are not paid or otherwise compensated for their testimonials.