5 Questions Driving Markets This Summer | S3 E152 | 06-22-26
With markets hitting record highs and a tentative U.S.-Iran ceasefire in place, investors are sitting with a lot of open questions heading into the second half of 2026. In this episode, Megan Horneman works through the five questions she’s hearing most from investors right now, from energy prices to Fed policy to what Q2 earnings season might reveal.
– What the U.S.-Iran interim ceasefire means for investors, and three key details still unresolved
– Why gas prices haven’t kept pace with the 30% drop in crude oil, and when that relief may arrive
– Why Verdence expects the Fed to raise interest rates in the second half of 2026, starting at 25 basis points
– Whether stocks are actually overvalued at record highs, and why current earnings expectations may be too optimistic
– What investors should watch in Q2 earnings season, specifically whether AI spending is generating measurable revenue
– Why Verdence remains in a buy-on-weakness posture while staying patient on new positions this summer
If you’re watching your portfolio closely and trying to make sense of a complicated market, this episode gives you a clear-eyed mid-year read. Subscribe so you never miss a weekly update from Megan.
For a history of all Markets with Megan episodes, visit: https://marketswithmegan.FM
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