Wall Street sets sail with "new confidence" in the second half of the year: Although the AI investment logic may change, the market resilience will absorb all shocks.

Wisdom Financial APP has learned that Wall Street is starting the second half of 2026 with a new and complex confidence. In the past six months, global capital markets have surged almost "ignoring all shocks": the escalation of Middle East geopolitical conflicts has led to a doubling of international oil prices followed by a dramatic crash, and the Fed's interest rate expectations have experienced the most intense hawk-dove reversal in years. However, a diversified investment portfolio consisting of stocks, bonds, and commodities has just delivered the strongest first half-year return since 2021.