The Best Quarter in Six Years: What's Really Driving Markets?

The Best Quarter in Six Years: What's Really Driving Markets?

July 12, 2026 · 14 min

About this episode

This episode explores the significant market performance of the second quarter and the underlying trends affecting investors.

The second quarter delivered the strongest market performance in six years, but the headlines only tell part of the story. In this episode, we step back from the day-to-day market noise to explore the bigger trends that shaped the quarter and what they could mean for investors going forward. We discuss why the rally broadened beyond the largest technology stocks, how improving manufacturing data and stronger-than-expected corporate earnings fueled gains across the market, and why the next pha...

More episodes of What's Next For Markets

Explore listener stats, chart rankings, contacts and more on the What's Next For Markets podcast page.