Quarterly Q&A August 2026


Join Sonia Jenkins, Peter Ketchand, and Dylan Blomgren for our Q3 2026 Market Q&A as we examine the U.S. economy, financial markets, and several important themes shaping the current environment.

In this update, we discuss:

  • What current recession indicators suggest about the economy
  • Labor trends, household debt, consumer confidence, and the federal deficit
  • How AI and productivity could reshape employment
  • Valuations across small- and mid-cap stocks, international markets, and emerging markets
  • The role of diversification as global market leadership evolves
  • The K-shaped economy, energy costs, infrastructure needs, and long-term growth
  • The historical relationship between midterm elections and market performance

Our quarterly updates are designed to make complex financial and economic topics more approachable while providing educational context on the trends affecting today's markets.

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