Main Street Meets Wall Street: A Strait Mess for Second Half od 2026?

We are officially halfway through 2026, and the "market baseline" has shifted. From the energy supply shocks triggered by the Middle East conflict to the resilience of the AI-driven investment cycle, the first six months of the year have challenged almost every conventional forecast.This Friday, I’m sitting down with Steven Davenport for our monthly deep dive. We are moving beyond the daily volatility to conduct a full audit of the 2026 landscape and forecast the pipeline for the rest of the year.Our Audit Agenda:The H1 Review: Why the U.S. economy proved resilient despite energy-driven inflation and how the Fed's stance has hardened under Chair Kevin Warsh.The Pipeline Forecast: We’re tracking the indicators that matter—from Strait of Hormuz transit data to the evolving AI capex super-cycle.Policy Outlook: With inflation elevated and hawkish signals emerging from the latest FOMC meeting, what is the realistic path for interest rates through December?Strategic Pivot: How to adjust your exposure to U.S. large-caps, industrials, and financials in an environment where "higher-for-longer" has become the primary baseline.This is a professional-grade briefing. If you’re tired of the noise and want a clear-eyed look at the structural risks and opportunities remaining in 2026, this session is for you.Join live in the chat! We’ll be monitoring your questions throughout the session to stress-test these forecasts and help you align your strategy for the months ahead.Want a seat at the table?Sign up for event reminders here