Macro Pulse Midyear outlook: the narrowing path (July 20, 2026)
About this episode
Julia Hermann and Michael LoGalbo discuss the narrowing path ahead for the economy and its implications for investment portfolios.
The first half of 2026 showed resilience, but the path ahead is narrowing. Julia Hermann and Michael LoGalbo discuss U.S. exceptionalism, AI-driven growth, limited Fed support, and what a more selective outlook means for portfolios.
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