DWM Common Sense Podcast

Common Sense 7.16.26: Inflation Signals & Market Rotation


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Each week, Michael Yoshikami, CEO of Destination Wealth Management, shares his perspective on the latest market developments, economic trends, and investment strategies to help investors stay informed and focused on long-term success.


In this episode, he covers:


  • How energy prices, AI, and employment are shaping the inflation outlook
  • Why the Fed may keep interest rates higher for longer
  • Signs of market rotation toward dividend-paying and defensive sectors
  • How real estate and global events could affect future inflation
  • Why DWM continues to actively manage portfolios for changing market conditions


Learn more at www.destinationwm.com.

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DWM Common Sense PodcastBy Destination Wealth Management (DWM)