Midyear Outlook: What Wall of Worry?

About this episode

Jeff Schulze and Josh Jamner discuss the U.S. economy and stock market outlook for the second half of 2026.

Jeff Schulze and Josh Jamner take a deep dive on the U.S. economy and stock market as well as the upcoming spate of mega cap IPOs, offering a bullish view for the second half of 2026, with a strengthening labor market, improving industrial activity and robust earnings offsetting an energy shock and a hawkish Fed.

People in this episode

Host: Jeff Schulze

Guest: Josh Jamner

Topics covered

• U.S. economy
• stock market
• mega cap IPOs
• labor market
• industrial activity
• earnings
• hawkish Fed

Keywords

• U.S. economy
• stock market
• mega cap IPOs
• labor market
• industrial activity
• earnings
• hawkish Fed

Mentioned in this episode

Organizations: ClearBridge Investments, LLC

Places: U.S.

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