2026 Mid-Year Review - Element Pointe Family Office
2026 Mid-Year Review - https://www.elementpointe.com/2026/08/24/2026-mid-year-review/

2026 Mid-Year Review

It has been an eventful first seven months of the year with a new conflict breaking out in the Middle East, an earnings boom led by an acceleration in AI infrastructure spending, and bond yields moving higher against a backdrop of solid economic growth, sticky inflation, and mounting deficits. In our 2026 Mid-Year Review, we discuss the forces that have shaped the equity market rally while sharing our outlook for the remainder of the year. (recorded on August 11, 2026)

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