Q2 2026: RISKS & OPPORTUNITIES
The second quarter edition of our market report, Risks and Opportunities, provides a long-term context for the global and US economy, as well as our outlook on financial markets.
The story of Q2 2026 depends on where you look. Corporate earnings are strong, the S&P 500 has reached new record highs, and M&A and IPO activity is robust. For many of our clients, that is the story of the quarter — and it is a good one.
But markets tell one story, and lived experience can tell another. Inflation has re-accelerated, the Iran ceasefire remains fragile, a new Fed chair has reset expectations on rate cuts, and AI is quietly reshaping the workforce in ways the data has not yet captured. The result is a tension between what the numbers show and what people actually feel.
We are calling it the Confidence Gap. In our latest Risks & Opportunities Market Report, we examine what is driving it and what it means for the decisions you are making today.
If you have any particular questions you would like us to write about, please email us at hello@bfsadvisorygroup.com.