AI, Fed & Strait of Hormuz Headwinds: Ahmed Riesgo's Cautious Market Take for 2026

Ahmed Riesgo says he is still "structurally bullish" due to earnings, though he takes issue with the run up in stocks on during a time that's traditionally down during midterm years. He adds that the Fed likely being locked in an interest rate standstill over the Strait of Hormuz adds to headwinds facing a bigger run in equities. Ahmed walks investors through his cautious take on markets for the remainder of 2026. Ahmed Riesgo says he is still "structurally bullish" due to earnings, though he takes issue with the run up in stocks on during a time that's traditionally down during midterm years. He adds that the Fed likely being locked in an interest rate standstill over the Strait of Hormuz adds to headwinds facing a bigger run in equities. Ahmed walks investors through his cautious take on markets for the remainder of 2026.