Halftime Update 2026: Stocks Consolidate Near Highs, Dollar Strength, Bonds Struggle & Crypto Weakness
In this Halftime Update 2026, Adam Koós reviews key market trends and risk signals. The S&P 500 remains in a long-term uptrend with a potential triangle consolidation, while small caps look strong after a breakout. International stocks rank highly but face a potential headwind from a strengthening U.S. dollar. Bonds—especially long-term Treasuries—remain weak amid Fed rate-hike talk, while convertible bonds stand out. Commodities show gold and silver below key trend levels, and oil has retraced Iran-war fears. Risk gauges are mixed, with some froth in margin debt and analyst buy ratings but broader investor fear, and Bitcoin and Ethereum remain below their 200-day averages.
00:00 Welcome and Quote
00:39 S&P 500 Setup
02:06 Small Caps Breakout
02:36 International Stocks
03:43 Dollar Strength
04:18 Bonds and Rates
05:22 Commodities Check
06:50 Risk On Signals
08:42 Rankings Dashboard
09:45 Crypto Weakness
10:50 Big Picture Themes
12:12 Froth and Sentiment
14:26 Cycle and Checklist
15:47 Risk Management Wrap
16:44 Closing and Contact
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This video is for informational and educational purposes only. Nothing shared constitutes investment, legal, or tax advice. Past performance does not guarantee future results. Investment strategies discussed are not specific to any individual or portfolio.