Noah’s Basket Case: Episode 1 - June Swoon: What Are Markets Saying, What Are We Seeing

Hosted By: Noah Weisberger, Chief US Equity Strategist

Moderated By: Jason Glazer, Senior VP, Sales

Key Topics Discussed:

• A 2H2026 update of our outlook: Fundamentals vs. fears
• What are our baskets telling us: Rotation not regime break
• Growth ascendant: Inflation fears contained
• Tactically long consumer (on the back of oil price relief)