July 14, 2026

Q2 2026 Capital Market Review

Every quarter brings a new set of headlines, market movements, and economic developments. While the news cycle can often feel overwhelming, understanding the bigger picture is what helps investors stay focused on their long-term goals.

In our latest Capital Market Review, Jim Kruzan looks back at the second quarter of 2026 and shares perspectives on where we are in the economic cycle, what the Federal Reserve may do next, and how today’s economic environment could influence the months ahead.

In recognition of America’s upcoming 250th birthday, this quarter’s theme is “America the Beautiful.”

In this update, you’ll learn about:

  • Inflation and recent economic trends
  • The current state of the labor market
  • Oil prices and their impact on the U.S. economy
  • The Federal Reserve and interest rate expectations
  • Economic growth trends
  • Second quarter and year-to-date market performance
  • Current market valuations
  • Why artificial intelligence’s influence reaches well beyond the Magnificent Seven

Rather than focusing on short-term market noise, this review helps provide context around the economic forces shaping today’s investment landscape.

Watch the full Q2 2026 Capital Market Review here:



As always, if you have questions about how current market conditions relate to your personal financial plan, we encourage you to reach out to your Kaydan Wealth Management advisor.

We’ll be back next month with another market update.

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