About this episode

Gary Stringer discusses the resilience of the U.S. economy amidst various challenges in the July Monthly Review and Outlook.

In this month’s market update, Gary Stringer, Senior Portfolio Manager at Shelton Capital Management, explains why the U.S. economy remains resilient despite geopolitical tensions, softer headline GDP growth, and continued market volatility. Private sector activity appears stronger than overall GDP suggests, supported by business investment, consumer spending, and government outlays. At the same time, a tight labor market, cooling inflation, and improving corporate earnings continue to suppo...

People in this episode

Guest: Gary Stringer

Topics covered

• market update
• U.S. economy
• geopolitical tensions
• GDP growth
• labor market
• inflation
• corporate earnings

Keywords

• market update
• U.S. economy
• geopolitical tensions
• GDP growth
• labor market
• inflation
• corporate earnings

Mentioned in this episode

Organizations: Shelton Capital Management

Places: U.S.

More episodes of Shelton Capital Management | Real Investment Insights

• June Review & Outlook: Despite Uncertainties the U.S. Economy Powers On · June 18, 2026 · 7 min
• Fixed Income Markets in a Higher for Longer Environment · June 14, 2026 · 7 min

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