Looking back over the first half of 2026. Zoe Wallis of Forsyth Barr | Herald N…
Looking back over the first half of 2026. Zoe Wallis of Forsyth Barr | Herald NOW Business
NZ Herald ·
Looking back over the first half of 2026. Zoe Wallis of Forsyth Barr | Herald NOW Business
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{"v":1,"chapters":[{"timeSeconds":1,"label":"Markets rebound in first half of 2026","summary":"Global markets experienced a strong finish to the first half of 2026, with US equities posting their best quarter since the COVID-19 pandemic's rebound."},{"timeSeconds":14,"label":"Concentrated gains in tech and energy","summary":"The market gains were concentrated in technology and energy sectors, with semiconductor stocks showing significant growth. These sectors have led earnings over the past few years."},{"timeSeconds":38,"label":"AI theme driving market concentration","summary":"The AI theme is a significant driver of this market concentration. Many companies are seeing their market cap increase due to their involvement in AI infrastructure and investment."},{"timeSeconds":108,"label":"US equities outperforming global markets","summary":"US equities are outperforming global markets, with the S&P 500 showing strong gains. This is partly due to the concentration of market cap in tech stocks."},{"timeSeconds":121,"label":"Catch-up expected in second half","summary":"There is an expectation of some catch-up in the second half of the year, with a potential narrowing of the gap between different market sectors."},{"timeSeconds":150,"label":"Economic growth and interest rates outlook","summary":"The US economy is showing resilience with steady job growth and stable interest rates. This stability is expected to continue, supporting global equity markets."},{"timeSeconds":204,"label":"Big banks and price stability","summary":"The focus is on big banks and price stability, with the market anticipating potential interest rate hikes. This could lead to a shift in market dynamics."},{"timeSeconds":230,"label":"Interest rate hikes and market impact","summary":"The market is pricing in one to two interest rate hikes from the Federal Reserve this year. This is expected to impact market pricing and potentially lead to a shift towards more asset-light companies."}]}
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