Market Update | June 2026

From the ripple effects of the war in Iran to the financial markets here at home, get caught up with what’s affecting your portfolio and your bank account in our June Market Update, featuring Jonathan Mathews, CFP®.

- Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com 

Transcript

0:00

Welcome to the monthly market update on you and your money. Here's Jonathan Mathews, Associate Vice President and Wealth Advisor at WHZ Strategic Wealth Advisors. Events have stretched the market somewhat, but strong equity performance has continued through May alongside what we would call some elevated volatility thanks to geopolitical environment and the things that are happening there. There's 3 things I wanna talk about today, inflation, interest rates, and global tensions and what that's done and how it's evolving. At WHZ, our investment committee that meets quarterly will be watching these economic, and market drivers. First is the growth. The global economy is resilient. It's been strong even though it's been a little uneven. Recent data shows that the economic activity of US earnings is strong. It's roughly 30% over Q1, driven largely, as we know, by technology specifically in the AI sector. Anything with AI on it has done very well, but growth internationally has also done well. The second one is labor markets. Labor's been largely strong and pretty normalized, I would say. Employment trends continue. There is talk of a low hire, low fire environment, which is somewhat impacted across different sectors of the economy. But things do seem strong. People that want to work are finding jobs, even if it takes a little bit longer in some sectors. Thirdly, market inflation. The big one there is, we all know, going to the gas pump. Inflation has caused energy prices to rise up a little bit. So highly sensitive to energy prices and geopolitics. Oil did go over $110 a barrel in May. It's back down below $100 as markets are beginning to price in another hopeful resolution with Iran. What that means for investors, we continue to believe the markets are supported by strong growth, particularly in technology and AI. We're leaning into that still. We've done that and continue to believe that. Even with the uncertainty of the macro backdrop, that's something that we think will continue for a while. Geopolitical developments, especially around energy, are driving the short-term volatility. So if we get through that, smooth sailing. If not, could be some headwinds to be determined. Both equities and fixed income would be impacted in different ways there. But the key to the story here is diversification. That remains particularly important as leadership broadens and even with global performance. For more information regarding wealth management and customized financial planning with WHZ Strategic Wealth Advisors, please visit whz wealth.com whz strategic wealth Advisors offer securities and advisory services through Commonwealth Financial Network Member FINRA sipc, a registered investment advisor Fixed insurance products and services offered through CES Insurance Agency. They practice at 697 Pomfret Street Pomfret Center Center, CT 06259 and 392AMerrow Road, Toland, CT 06084. They can be reached at 860-928-2341. WHZ Strategic Wealth Advisors do not provide legal or tax advice. The tenured financial services team strives to support clients in achieving their financial life goals while providing absolute confidence and unwavering partnership for life.