06/05/2026
Markets continued their upward momentum in May, driven largely by the technology sector and ongoing investment in artificial intelligence infrastructure. Bonds also posted modest gains despite rising Treasury yields and renewed inflation concerns tied to geopolitical tensions in the Middle East.
As investors look ahead, two key themes remain in focus: the impact of global events on energy prices and inflation, and the transformative role AI is playing across the economy and financial markets.
Read our full June newsletter here: https://fairvoypw.com/june26monthlynewsletter/