Cameron Dawson, chief investment officer at NewEdge Wealth, looks back at the first half of the year, and outlines key questions for the second half of 2026, including how a new Fed chair may respond and whether the Fed could turn adversarial by hiking rates into a stable unemployment backdrop.
The interview explores the consumer “wealth effect,” where a strong stock market has supported spending even as real wages have turned negative. Dawson expects potential equity-market volatility as valuations re-rate and depend heavily on AI-driven semiconductor growth and hyperscaler CAPEX.
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