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Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

Another FOCUS in the books!

The EverVest team enjoyed a great week of learning, collaboration, and connecting with others across our industry. We always come away from FOCUS with new perspectives, fresh ideas, and an even greater appreciation for the work we do together.

We’re excited to put those insights to work for our clients!

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Monthly Market Insights | August 2026 Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

https://www.federalreserve.gov/newsevents/pressreleases/monetary20260729a.htm

Fed stands pat on rates but three governors dissent in favor of a hike.

Federal Reserve issues FOMC statement The Federal Open Market Committee approved the following statement for release by a 9 – 3 vote: The Committee decided to maintain the target range for t

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

Our Mid-Year Market Outlook Webinar recording is now available!

Hear insights from Matthew Ko of T. Rowe Price on the markets, the economy, and what investors should be watching for during the rest of 2026.

🎥 Watch the recording today at https://www.evervestfinancial.com/webinars or go to our website under Firm News/Webinars Page.

The More Things Resolve, the More They Remain Unclear Geopolitical Resolutions are Scarce As we entered 2026, the prospect of a fifth year of the ongoing Russian invasion of Ukraine and a possible resolution was on our watch list. But...

2026 Mid-Year Outlook

Another reminder to join us for our 2026 Mid-Year Market Outlook Webinar, where we’ll discuss what's shaping the year ahead.

Matthew Ko, Equity Market Strategist at T. Rowe Price, will join us as our guest speaker.
📅 June 25th
⏰ 2:00 PM – 3:00 PM PST
📍 Live Online Webinar

Register by clicking the link https://www.evervestfinancial.com/events/mid-year-market-outlook-2026
or visiting our website’s Events page. We look forward to having you join us.

Reminder to join us for our 2026 Mid-Year Market Outlook Webinar, where we’ll discuss what's shaping the year ahead.

Matthew Ko, Equity Market Strategist at T. Rowe Price, will join us as our guest speaker.
📅 June 25th
⏰ 2:00 PM – 3:00 PM PST
📍 Live Online Webinar

Register by clicking the link https://www.evervestfinancial.com/events/mid-year-market-outlook-2026
or visiting our website’s Events page. We look forward to having you join us.