Q2 2026 Economic & Market Insight – Brad Rathe
In this Q2 2026 Economic & Market Insight update, Bradley J. Rathe provides a concise overview of the key forces shaping markets as we move through the second quarter of the year.
Presented by: Bradley J. Rathe — Partner, Senior Director of Portfolio Management
Bradley breaks down the current market environment following a relatively stable first quarter, highlighting the underlying trends investors should be paying attention to. He discusses strong earnings expectations, including projected double-digit growth and a surge in positive corporate guidance, signaling continued optimism from a fundamental standpoint.
The update also covers evolving geopolitical risks, including ongoing global conflicts and renewed focus on U.S.–China relations, which could play a significant role in market direction moving forward.
Additional topics include:
- The shifting role of the Federal Reserve and changing expectations for rate cuts
- Leadership transition at the Fed and potential market implications
- Inflation trends, particularly the impact of rising energy prices
- Fixed income opportunities as yields move higher
- Private credit markets and why current risks appear more headline-driven than fundamental
Bradley provides insight into how these factors may influence both equity and fixed income markets, helping investors stay informed and prepared for the months ahead.
Video recorded on: Monday, April 13, 2026
For important disclosures, please visit: https://waverly-advisors.com/otherimportantdisclosure
Music Credit:
Song: Olif — Be Yourself
Music provided by Vlog No Copyright Music.
Video Link: https://bit.ly/3u2ON9O