Market Performance Review: S&P, Tech Stocks, and Preparing for 2026 with Keith Lockwood (Part 1)

In this episode, Ben and Chief Investment Officer Keith Lockwood break down the major forces shaping today’s financial markets, from the rise of AI and big tech to the evolving role of the Federal Reserve. They explore how these trends are impacting investors, jobs, and economic outlooks as we approach 2026. Don’t miss this episode if you want to stay ahead of the curve and make smarter financial decisions in a rapidly changing landscape.

 

Here’s some of what we discuss in this episode:

📊 Market Bifurcation: why headline performance hides what’s happening underneath

📉 Yield Curve & The Fed: what inversion means—and what it doesn’t

🤖 AI & Employment: how automation is reshaping the job market

🎯 The Fed’s Mandate: inflation, employment, and their current dilemma

📈 Rate Expectations: what rate cuts (or no cuts) could mean for markets

 

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