Market Update | July 2026
from Making Sense
How are geopolitical developments, inflation trends and the rapid buildout of artificial intelligence shaping the economy and financial markets? In our July Market Update, Head of Market and Economic Research Phillip Neuhart and Market and Economic Research Analyst Blake Taylor examine the key forces affecting markets today. This month's discussion explores inflation expectations, Federal Reserve policy, corporate earnings, market valuations and the unprecedented wave of AI-related investment. From disruptions in global energy markets to the growing impact of AI infrastructure spending, they discuss the trends driving economic growth and market performance—and what they could mean for investors in the months ahead. Watch the full update for insights on the economy, markets and investor considerations for the months ahead. For more information, visit firstcitizens.com/market-outlook.
Embed this episode
No transcript yet.