The Weekly Flywheel

Halfway through 2026, the headlines were noisy—but the results were clear. Here’s what the economy, earnings, and markets reminded us in the first six months.

The AI bubble comparisons miss the mark. These companies aren’t just telling a story—they’re backing it up with real revenue and earnings growth.

One of the biggest risks to the economy has cooled off. Oil prices have fallen back into the $70s as tensions with Iran eased—and that’s a win for both the economy and stocks.

Stocks pulled back as strong economic data pushed expectations for Fed rate cuts further out. But a strong economy with slightly higher inflation isn’t necessarily a bad thing.

The Dow is joining the rally as financials and healthcare gain momentum. With broader market participation and a major technical breakout, could 55,000 be next?

Corporate earnings are delivering one of the strongest quarters in years—and the strength goes well beyond the biggest technology companies. Here’s why earnings remain one of the most important stories driving the market.

The consumer keeps spending. Retailers posted another round of positive results, offering fresh evidence that the largest part of the U.S. economy remains resilient.