Summer is now officially in full swing. Across the country, families are firing up barbecues and heading to the beaches. As we celebrate the July Fourth fireworks, the financial markets are trying to stage their own explosive display.
The second quarter of 2026 proved to be a strong period for investors, defined by record-breaking vertical runs in select sectors, a historic changing of the guard at the Federal Reserve and a stark divergence between index-level optimism and the underlying macro realities.
