About this episode

The episode discusses the significant economic changes and market dynamics at the start of 2026.

In this episode, we sit down with Emily Needell to unpack a truly remarkable start to 2026, one that may go down as one of the most eventful quarters in recent memory. What began as a near “Goldilocks” environment, with improving economic data, falling rates, and long-awaited market broadening quickly evolved into something far more complex. We explore three defining themes of the quarter: the early-year macro strength that fueled optimism around a broader market rally, the sharp unwind in me...

People in this episode

Host: Michael Kantrowitz

Guest: Emily Needell

Topics covered

• economic data
• market trends
• macro strength
• market rally
• oil prices

Keywords

• 2026
• Goldilocks
• Oil Shock
• economic data
• market rally
• macro strength
• investing

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