Episode Details
Back to EpisodesMacro Pulse Midyear outlook: the narrowing path (July 20, 2026)
Published 1 month, 2 weeks ago
Description
The first half of 2026 showed resilience, but the path ahead is narrowing. Julia Hermann and Michael LoGalbo discuss U.S. exceptionalism, AI-driven growth, limited Fed support, and what a more selective outlook means for portfolios.