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Bitcoin’s next block

June 10, 2026• Markets & Economy
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Markets & Economy

Financial markets outlook: Third quarter 2026

Earnings have remained the main driver of equity returns, with AI investment and broader earnings strength supporting a more sustainable market rally. Chief Investment Officer Gary Pzegeo, CFA, and Senior Equity Portfolio Manager, Bryan Reilly, discuss why markets have stayed resilient despite limited help from interest rates, and what investors should watch as AI demand and energy volatility shape the second half of 2026.

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