FOCUS Quarterly Report | Q2 2026
Scott Ladner
July 9, 2026
Breaking the Market Playbook Overview The first half of 2026 illustrated that markets often lead,
Topics
Breaking the Market Playbook Overview The first half of 2026 illustrated that markets often lead,
Built to Last: The U.S. Economy’s Case for Resilience OVERVIEW The U.S. economy didn’t stumble
The Productivity Payoff: AI’s Real-World Impact OVERVIEW As 2026 begins, the U.S. appears to be
Muddle, Bust, or Boom? Scenarios for the Economy and Consumers OVERVIEW The third quarter of
Categories
Topics
Breaking the Market Playbook Overview The first half of 2026 illustrated that markets often lead, and sometimes defy, conventional wisdom. War broke out in the
Built to Last: The U.S. Economy’s Case for Resilience OVERVIEW The U.S. economy didn’t stumble into 2026 from a position of vulnerability. It arrived with
The Productivity Payoff: AI’s Real-World Impact OVERVIEW As 2026 begins, the U.S. appears to be entering a new phase of rising productivity—one that may have
Muddle, Bust, or Boom? Scenarios for the Economy and Consumers OVERVIEW The third quarter of 2025 reinforced the year’s defining pattern — a series of