Market Insights: What’s Driving Market Rotation in Early 2026
About this episode
Dirk Hofschire discusses the factors influencing market rotation in early 2026.
Dirk Hofschire breaks down the early 2026 market story, from global equity rotation and strong earnings to volatility in commodities and the implications of the new Fed chair. Recorded on Feb. 2, 2026.
More episodes of Market Insights
- Market Insights: Geopolitics, Oil, and the Tech Reset
- Market Insights: How Geopolitics Are Shaping 2026
- Market Insights: Dollar Moves, Market Concentration, and the Signals That Matter
- Market Insights: 2025 Market Recap and What’s Ahead: AI, Consumers, and Global Diversification
- Market Insights: Tech Leadership, Sentiment Signals, and the Quant Edge
- Market Insights: Finding Alpha in Unpredictable Markets
Explore listener stats, chart rankings, contacts and more on the Market Insights podcast page.