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.

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