John Cox Monthly Economic Market Update – May 2026
John B. Cox
May 26, 2026
In this video, John Cox, CFA®, CAIA, Chief Economist, Partner, Wealth Advisor at Waverly Advisors, provides an economic update and discusses several key developments shaping the current market environment.
John reviews the continued impact of the Iran conflict on global oil prices and consumer spending, explaining how sustained elevated energy prices may begin to weigh more heavily on consumers and broader economic activity. He also discusses the recent rise in intermediate- and long-term interest rates, the outlook for Federal Reserve policy under incoming Fed Chair Kevin Warsh, and what higher rates could mean for consumers, corporations, and investors.
In addition, John covers current economic conditions, including GDP growth, labor market stabilization, stronger-than-expected corporate earnings, and historically weak consumer sentiment readings. He concludes with commentary on the upcoming midterm elections and the historical relationship between election cycles and market performance.
This video was recorded on Wednesday, May 20, 2026
Music Credit:
Song: Olif — Be Yourself
Music provided by Vlog No Copyright Music.
Video Link: https://bit.ly/3u2ON9O
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