In a new episode of Conversations with Commerce Trust, Chief Investment Officer and host David Hagee is joined by Scott Colbert, Chief Economist and Director of Fixed Income Management, and Brent Schowe, Director of Investment Research, to explore the defining economic, market, and investment forces shaping the outlook for the second half of 2026, including:
The five major macroeconomic forces of oil and energy, employment, fiscal policy, tariffs, and AI (artificial intelligence) buildout driving massive capital investment
When will energy price-driven inflation peak, how will it impact employment, and how accommodative will the Federal Reserve be?
Will equity markets hold up in the face of higher inflation?
With the heavy concentration of software companies in private credit portfolios, credit analysts and investors will watch whether AI-driven disruption impacts broader credit markets
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David Hagee, Executive Vice President, Chief Investment Officer
