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A Resilient Market Faces a Sticky Inflation Picture

Picture of Scott Colbert Scott Colbert : July 13, 2026

Economy Economic Insights
A Resilient Market Faces a Sticky Inflation Picture

Recorded July 13, 2026

In the latest Commerce Trust Market Brief video, Scott Colbert, Chief Economist and Director of Fixed Income Management, discusses recent market strength and economic crosscurrents, including:

  • How markets have continued to broaden out, supported by strong earnings and the ongoing artificial intelligence (AI) and data center buildout

  • Why inflation has remained sticky, with growth likely to slow as higher energy prices take hold, overcoming economic momentum in the U.S. before the Middle East conflict

  • How elevated inflation has weighed on bond market returns while driving up borrowing costs across the economy

  • Key risks to the outlook for the remainder of the year, including expensive stock valuations, likelihood that the Federal Reserve will raise interest rates this year, and continued volatility of energy prices

     


 

Read the transcript

 

 

 

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