Fed Blinks First: Rate Cuts Vanish, Markets React: Q1 2026 Recap

About this episode

The episode discusses the major economic shifts in Q1 2026, including the impact of Fed rate cuts and challenges in the market.

Watch on YouTube:  https://youtu.be/vedaB28JVHc  One quarter into 2026, and the "soft landing" narrative is being put to the ultimate test. In today’s video, we’re breaking down the five major shifts that have defined the start of the year, from the vanishing hope of Fed rate cuts to the "reality shift" hitting AI stocks. We also take a hard look at the $265 billion private credit meltdown and why US manufacturing data is flashing major yellow flags. A huge thank you to Harvest ETFs for sponsoring today’s video. Explore the funds mentioned here: HPF: Harvest Energy Leaders Plus Income ETF: https://harvestportfolios.com/etf/hpf/ HTA: Harvest Tech Achievers Growth & Income ETF: https://harvestportfolios.com/etf/hta/   🤗 Join over 500,000+ DIY Investors on the Blossom app (FREE) ➤ https://getblossom.onelink.me/SOfu/brandonbeavis ----------- 📥 Subscribe to the Pulse Newsletter for Weekly Market News ➤ https://thepulse.beaviswealth.com/ Courses & Training - The Investing Academy ➤ https://bit.ly/theinvestingacademy Follow Us On Blossom ➤ https://getblossom.page.link/brandon Instagram ➤ https://bit.ly/3Oechgh LinkedIn ➤https://bit.ly/3RLndF7 Website ➤…

People in this episode

Hosts: Brandon Beavis, Marc Beavis

Topics covered

• Fed rate cuts
• market reaction
• AI stocks
• private credit
• US manufacturing

Keywords

• Fed rate cuts
• market reaction
• AI stocks
• private credit meltdown
• US manufacturing data

Sponsors

Harvest ETFs

Mentioned in this episode

Products: HPF: Harvest Energy Leaders Plus Income ETF, HTA: Harvest Tech Achievers Growth & Income ETF

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