Visual insights into economic and market trends
The news cycle during the second quarter of 2026 was dominated by the Middle East conflict, with financial markets focusing on the economic impact of the conflict.
The economy also felt the underlying current of larger influences from the artificial intelligence (AI) buildout, fiscal deficits, inflation, and job growth.
These influences shaped the second quarter and continue to influence the economy and markets going into the back half of the year.
Explore our quarterly report focusing on underlying trends and themes inside the economy and markets, along with analysis and insight from David Hagee, Chief Investment Officer, and our investment management leadership team.
The opinions and other information in the charts and commentary are provided as of August 5, 2026 and are subject to change based on changes in the market or other conditions. FineMark Bank & Trust, a division of Commerce Bank, does not undertake to advise you of any change in its opinions or the information contained in these charts and commentary. This summary is intended to provide general information only and may be of value to the reader and audience.
The information contained herein is not directed to, designed for, or individually tailored to, any particular investor or potential investor. Different types of investments have varying degrees of risk and the asset classes and investments discussed in this commentary may not be appropriate for all investors.
Past performance is no guarantee of future results. Diversification does not guarantee a profit or protect against all risk. This material is not a recommendation of any particular investment strategy, is not based on any particular financial situation or need and is not intended to replace the advice of a qualified tax advisor or investment professional.
Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.
