July 2026 Market Update: S&P Hits Highs, Small Caps Surge, and Inflation Lingers
July, 2026
Join Brett Hina and Dan Lesneski from Cornerstone Private Wealth as they break down the markets at the halfway point of 2026. Get a concise look at what drove the first half’s performance and what to watch for as we move into the second half of the year. In this episode, we cover:
Market performance review: all-time highs, sector rotation, and small/mid-cap leadership
Earnings trends, interest rates, and the impact of AI on company results
International and emerging market standouts – with a focus on South Korea and Europe
Volatility, margin balances, and speculative activity influencing the current environment
Looking ahead: historical seasonality, upcoming volatility, and client takeaways for the rest of the year
Have questions or topics for future episodes? Cornerstone’s team invites clients and viewers to reach out directly at info@cornerstonepw.com.
