Q2 is in the books—so what really mattered? Between renewed inflation concerns, weak consumer sentiment, tariff uncertainty, and questions about interest rates, 2026 has given investors plenty to worry about. But underneath the headlines, the picture is more balanced than it feels. Consumers are cautious but still holding cash, companies continue to generate strong profits, and markets are reminding investors why diversification matters. In today’s email: The State of the Consumer The State...