In this episode, we break down the complex economic landscape of Q2 2026, navigating the aftermath of the conflict in Iran and the resulting impact on global markets. While a recent ceasefire has brought some stability, investors are left with critical questions regarding oil prices, the "Mag Seven" tech stocks, and a labor market that may be showing signs of fatigue.We explore whether the recent uptick in economic data is a sustainable recovery or a "data mirage" driven by inventory rebuilding and backlogs. Whether you are a long-term investor or looking for specific insights into gold, bonds, or international markets, this comprehensive guide provides the data-driven perspective you need to stay anchored in an uncertain environment.

📊 Want to see the data? This episode features numerous charts detailing GDP, ISM surveys, and asset performance. Consider watching the full video to follow along with the visual analysis

00:00 – Intro & What's Ahead

02:16 — Market Recap: S&P 500, International Stocks, Bonds & Gold

03:18 — Long-Term Returns: Why History Favors Patient Investors

05:29 — U.S. Economic Update: GDP, ISM Manufacturing & Services Data

07:39 — The K-Shaped Economy: Consumer Spending, Wages & Savings

09:29 — Labor Market: Job Creation, Wage Growth & Warning Signs

12:05 — Iran War & Ceasefire: Oil Prices, Strait of Hormuz & What's Next

14:29 — Inflation Outlook: PCE, Tariffs, Housing & Services

15:50 — Stock Market Outlook: Why Global Diversification Still Matters

17:28 — Diversification & Income Outlook : Gold, Bonds & Fixed Income

19:21 — Private Credit: Risks & Reality Check

20:47 — Real Estate Opportunities in 2026

21:35 — Practical Steps for Investors Right Now

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Capital Stewards is a fee-only fiduciary financial advisory firm based in Huntsville, Alabama, helping clients with retirement planning, investment management and tax strategies.

This content is for general information and educational purposes only and should not be construed as specific investment, tax, or legal advice. Past performance is no assurance of future results.