Path Forward Q3 2026: Semiconductors, the Dollar, and the Fed

Ryan Mumy and Justin Greenhill share Sollinda Capital Management's Q3 2026 outlook, covering the market forces shaping portfolios this quarter. In this episode: Semiconductor concentration in the S&P 500 and what it means for index volatility Oil, inflation, and the case for refilling the strategic reserve Kevin Warsh's transition to Fed chair and what the two year yield is already pricing in The US dollar, and why the "demise of the dollar" narrative keeps missing Korea, China, and Brazil's role in the current energy and tech picture What mega cap earnings from Amazon, Microsoft, Meta, and Google will tell us about the AI spending story Subscribe for more market commentary and the Path Forward Webinar series from Sollinda Capital Management. #PathForward #MarketOutlook #Q32026 #SollindaCapital #FinancialAdvisors The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security.