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Red, White, and a Booming Market
First Week with Walter Todd

Red, White, and a Booming Market

July 1, 2026

Markets just posted their best quarter in 20+ years, so what’s next? In this month’s First Week video, Walter outlines the strong rebound and unpacks the cracks that may be starting to show beneath the surface. From Fed policy shifts to sector rotation, AI-driven growth, and rising valuation concerns, there’s a lot to watch as summer heats up.

In this month’s video: 

Valuation Risks: High-profile moves like the SpaceX IPO are raising concerns about potential excess and increased volatility.
Fed Policy Shifts: The hawkish new Fed Chair Kevin Warsh has markets now pricing in potential hikes later this year.
AI Growth: Economic growth was fueled primarily by AI-related investment instead of consumer spending.

Greenwood Capital is an SEC-registered investment advisory firm. This material has been prepared for information purposes only, is not intended to provide, and should not be relied on solely for tax, legal, or accounting advice. Subtitles are automatically generated.

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