Quarterly Edge - Q2 2026: Inflation, Jobs & Market Risks

Want to better understand how today’s economic trends might impact your financial plan? https://hubs.li/Q049SLMp0 In this episode of Blue Chip NOW! Quarterly Edge, hosts Daniel Dusina, CFA and Dan Seder, CFA, CMT, CFP® break down the current economic landscape and what it could mean for investors. The conversation covers key themes shaping today’s markets, including labor market trends, inflation dynamics, and the Federal Reserve’s evolving outlook. The team explains why recent economic data suggests a possible slowdown rather than a recession, and how global tensions are influencing inflation expectations and investor sentiment. They also dive into market performance, highlighting the shift from growth to value stocks, the increasing relevance of small caps, and what investors should watch in both equity and fixed income markets. The episode wraps with a practical discussion on navigating volatility, managing risk, and keeping investment strategies grounded in fundamentals. “If you’re reaching for yield, you may be taking on more risk than you realize.” - Dan Seder Disclaimer: The information provided herein, whether charts, articles, or any other statements regarding market or other financial information, has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. The information contained herein does not constitute individualized tax advice and should not be used by any person to avoid tax penalties that may be imposed under the Internal Revenue Code. Any prospective investor should consult an independent tax advisor about their individual situation and needs. Tax laws can change and it is important to stay informed about potential legislative developments that may impact your tax situation. Every investor’s situation is unique, and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Past performance does not guarantee future results. Dividends are not guaranteed and must be approved by the company’s board of directors. Investing involves risk and you may incur a profit or loss regardless of strategy selected. There is no guarantee that any statements, opinions, or forecasts provided herein will prove to be correct. Links: Daniel Dusina: https://www.bluechippartners.com/abou... Dan Seder: https://www.bluechippartners.com/abou... Contact: https://www.bluechippartners.com/cont... Call Us: 248-848-1111 Disclosure Information: https://www.bluechippartners.com/disc... Podcast: https://www.bluechippartners.com/blue... Blog: https://www.bluechippartners.com/blog/ In the News: https://www.bluechippartners.com/in-t... Financial Services: Investment Management: https://www.bluechippartners.com/fina... services/investment-management/ Executive Compensation: https://www.bluechippartners.com/fina... Retirement Planning: https://www.bluechippartners.com/fina... Tax Planning: https://www.bluechippartners.com/fina... Estate Planning: https://www.bluechipestateplanning.com Career Opportunities: https://www.bluechippartners.com/abou... 00:00 – Introduction & Quarterly Market Overview 00:30 – The Economy: Labor Market, Growth & Recession Outlook 04:45 – Inflation: Trends, Risks & Fed Expectations 09:30 – Stocks: Market Trends, Value vs Growth & Positioning 15:00 – Small Caps & Manufacturing: A New Area to Watch 18:00 – Bonds: Interest Rates, Credit Spreads & Risk 22:00 – Takeaways for Investors