Quarterly Market Outlook – 2Q 2026

Crosscurrents and risks confront the global economy
The U.S. economy is likely to cool slightly as consumers bear the brunt of higher oil prices
The Federal Reserve is still set to cut rates, while other central banks lean toward hikes
Equity market resilience is being tested
Fixed income: Tight spreads, but benefiting from robust macro tailwinds
Focus on resilience and diversification

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