Advisors on This Week’s Show

With an abundance of economic data this week we have a lot to cover. Here’s some of the key topics and insights:

The Iran crisis reinforced the global economy’s resilience. Markets and industries adapted, countries with strategic energy reserves fared better, energy efficiency continues to improve, and AI-related investments helped support markets during the turmoil.
The Fed signaled a more hawkish tone under Chairman Kevin Warsh. The dot plot points to possible future rate hikes, Warsh maintained his skepticism toward forward guidance, and new internal task forces suggest a broader review of how the Fed operates without threatening its independence.
Corporate earnings expectations remain strong. After 29.3% earnings growth in the first quarter, analysts expect 22.9% growth in the second quarter and roughly 25% growth for full-year 2026.
Economic data continue to point to moderate but positive growth. Retail sales exceeded expectations and consumer spending remained healthy, while mixed housing and leading indicator data suggest the economy is slowing but not stalling.