We are excited to share DecisionMap Wealth Management’s Market Outlook for the third quarter of 2026, “Attached At The Chip”.
The title reflects where returns actually came from in the first half of the year. AI was not just a market story, it was an economy story, and it remains the dominant force heading into the back half even as leadership begins to broaden underneath it.
Key themes we explore in this quarter’s Market Outlook:
· AI Drove Both the Market and the Economy · The Spend Is Real, and So Is the Revenue · Leadership Broadened, but AI Still Carries the Index · Semis and Memory Went Parabolic · Small Caps Had Their Best First Half in 25 Years · The IPO Market Reopened in Force · Two Warning Signs Under the Surface · Real Rates Are a Headwind, but Conditions Remain Loose
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