Markets, AI and Fed uncertainty drive the second half 7/6/26

Markets remain supported by resilient economic growth, broadening leadership and renewed IPO activity despite growing concerns around global liquidity and volatility. Plus, AI regulation, national security and tokenization are reshaping the future of technology and capital markets. Later, investors are watching the Fed, tariffs, chip earnings and the unwinding of global liquidity risks as the second half unfolds. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.