Quarterly Market Update and Important Considerations (Q2)
The world has changed significantly since our last update and markets are still sorting out what it means. Join us for our Q2 Quarterly Market Update on April 23rd from 11 am to 12 pm EST. MBI’s Director, Greg Estes, CFA, and Client Investment Advisor, Drew Culver, CFP®, RICP®, will break down the consequential forces shaping financial markets right now and offer their view of what may lie ahead.
What we'll cover:
- Geopolitics & energy markets: The conflict in Iran has injected fresh uncertainty into global oil supply. We'll examine current energy market dynamics, what elevated oil prices have historically meant for inflation, and how different sectors may be positioned in this environment.
- Economic ripple effects: From consumer spending to supply chain costs, we'll connect the dots between energy prices and broader economic conditions, and discuss how these factors are influencing the Federal Reserve's interest rate expectations.
- 2026 earnings outlook: Early 2026 earnings results are in and the picture is nuanced. We'll review what corporate results are telling us about the health of the economy, where analysts are revising expectations, and which trends in guidance are worth watching.
- Market trends & key themes: From equity volatility to fixed income dynamics, we'll walk through the dominant market trends of the quarter - what's driving them, how long they may persist, and the potential opportunities and risks worth monitoring.
Whether you're a long-term investor navigating near-term turbulence or simply trying to make sense of today's headlines, this session will give you the context and perspective to think clearly about what's next. Seats are limited — register below to secure your spot.