Q2 2026 reshaped the financial markets in ways few expected.Inflation remained stubbornly above target, the Federal Reserve shifted toward a more hawkish outlook, AI continued transforming corporate America, and investors rotated away from expensive technology stocks into the companies building the infrastructure powering artificial intelligence.In this episode of Bullish Banter, we break down the biggest macroeconomic developments from Q2 and explain what traders and investors should be preparing for in Q3.For educational purposes only. Not financial advice.--------------------------------------------------------------------------------------------------------------Ready to trade? Join FXPesa : ⁠https://shorturl.at/gFncg⁠Join the Bullish Banter Telegram community: ⁠https://shorturl.at/QxsOD⁠Want to be a guest on Bullish Banter?: ⁠https://shorturl.at/Azmn3⁠-------------------------------------------------------------------------------------------------------------------------------------------------Episode Chapters00:00 Introduction03:10 Inflation & Fed Tightening Outlook06:00 Employment, AI & Labour Markets10:56 AI Infrastructure Winners14:51 Middle East, Oil & Geopolitics29:22 Nasdaq Rotation & Valuations35:02 SpaceX IPO Explained42:52 The Next AI IPO Wave46:42 Bitcoin & Institutional Selling51:34 Politics vs Market Fundamentals1:06:12 US-China Trade & Tariffs1:15:36 Gold Outlook & Q3 Positioning