What is really driving the markets in 2026? In this episode of RHP Market Talk, Natalie Picha, Partner and Chief Experience Officer, and Glenn Royal, CFP®, Partner and Chief Investment Officer, look beyond the headlines to explore the forces shaping today’s market—from oil and inflation to interest rates and corporate earnings. They also discuss how AI-driven profit growth can coexist with high bond yields and how RHP remains thoughtfully positioned without reacting to every swing in the news.

• Why oil shocks look different with China’s demand management and refined product constraints
• Inflation pressure, Fed independence questions, and a quieter communication style from the new Chair
• weighing AI risks, including ROI discipline and competition from lower-cost Chinese models
• Putting midterm elections and deficits in context versus earnings and rates

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https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530