Ask ten people how the economy is doing in 2026, and you’ll get ten different answers. We’ve hit the halfway point of 2026, and the past six months have given us a lot to unpack. In this episode, Chief Investment Strategist Katie Klingensmith and host Michael Liersch toss around why people are feeling restless against a backdrop of resilient markets and economic growth.

Katie and Michael discuss what’s shaped the markets – from tariff news and inflation to geopolitics and the start of midterm election anxiety – and the future of the U.S. dollar (spoiler: the answer isn't black and white). Katie also has some time-tested reassurance for why you should never assume you know that this time will be different, and how to keep your eye on the ball amid short-term distractions.

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Investing strategies, such as asset allocation, diversification or rebalancing, do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. All investments have inherent risks, including loss of principal. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Past performance does not guarantee future results.