Q2 2026 will be remembered as a quarter of striking contrasts. On the surface, it was one of the strongest stretches for U.S. stocks in years: all three major indexes pushed to record highs, and the rally broadened as the quarter wore on. Beneath that strength, however, ran a powerful undercurrent — inflation re-accelerated to a three-year high, oil whipsawed on the war in Iran, and a brand-new Federal Reserve chair pivoted the central bank toward a more hawkish stance, putti

Q4 2025 Market Update & End of Year Outlook Q4 in one line: Market conditions reflected continued momentum supported by easing policy expectations, while elevated valuations, lingering inflation pressures, and geopolitical risks reinforced the need for disciplined positioning. Our clients at Mainline Capital continue to take advantage of market conditions using a systematic approach—including continuous risk monitoring and measured, client-specific allocation decisions—to sup

Q2 2025 Market Update & Six-Month Outlook Market Overview Q2 delivered a blend of steady equity gains, bond-market repricing, and...