What’s in store for the second half of 2026? A resilient economy may continue, but stretched valuations and shifting market correlations remain risks.

Stocks are on track for weekly gains following a bumpy start as reports of a potential Iran deal, and lower oil prices and yield lift investor sentiment.

Any fresh developments around a possible Middle East peace plan could move markets after yesterday's rally, while consumer sentiment data outlines inflation expectations.

Our point of view on recent market and economic activity.

A roller coaster week ends with major indexes up on hopes for peace progress. Next week's Fed meeting is another milestone and today brings consumer inflation expectations data.

President Trump called for the capture of Kharg Island then a peace agreement hours later, whipsawing oil futures during Thursday’s trading session.

Another round of inflation data arrives a day after consumer price data met expectations. Stocks fell sharply, though, due to rising Iran tensions and more selling of chip makers.

Stocks are higher across the board in the face of a hotter-than-expected producer price index report. Iran headlines and oil prices remain on the radar.

As Wall Street eagerly awaits historically large IPOs, index providers weigh the implications and logistics of adding new members on an accelerated timeline.