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• Markets looked through a week of geopolitical whiplash, with AI and chip optimism helping keep U.S. equities close to record highs. • The ISM Services Index eased only modestly in June, with activity and orders still expanding and employment returning to growth. • Existing home sales disappointed as affordability
Coming into 2026, we expected inflation to move closer to the Federal Reserve’s (Fed) 2% target, the Fed to cut rates by roughly 75 basis points (bps), and Treasury yields to drift lower. Instead, the first half delivered three stress tests in rapid succession: a leadership change at the Fed,
Doug English and Wes Johnson discuss ACT Advisors’ investment committee process, including research inputs, model portfolios, taxable-account review, and how outside investment ideas are evaluated.