2026 Midyear Outlook: What’s Next for Markets?

Published on July 22, 2026

The first half of 2026 was shaped by market-moving headlines. The conflict in the Middle East was the most significant story, triggering a short-term market sell-off.

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Rich Spreads, Cheap Treasuries, and an Incomplete Explanation

July 22, 2026
The relative cheapness of Treasuries versus interest rate swaps mechanically affects how corporate bond spreads are measured, but it appears to have limited influence on how corporate bond spreads actually behave.

Alphabet Earnings Loom Large: Do You Own The Right Funds?

July 22, 2026
A major milestone for the story of the stock market this year looms this evening. Alphabet (GOOGL) will report its earnings today after the bell. Reports suggest the firm will have big, positive news to share, so investors may have questions.