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The first quarter of 2026 was a difficult one for investors.
In this episode of Markets with Megan, Megan Horneman recaps a volatile start to the year as markets reacted to war in the Middle East, surging energy prices, private credit fears, rising inflation expectations, and hawkish central bank rhetoric. She also explains why stocks rebounded at the very end of the quarter—and why caution may still be warranted from here.
In this episode:
- Why global markets struggled in Q1
- What drove the correction in U.S. equities
- How energy prices and inflation expectations moved higher
- Why credit markets came under pressure
- What sparked the late-quarter rebound
- Why investors may still want to stay cautious
For more episodes, visit: https://marketswithmegan.fm
#MarketsWithMegan #MarketUpdate #QuarterlyRecap #Q12026 #Volatility #StockMarket #Investing #Inflation #EnergyMarkets #FederalReserve #MarketCommentary #EconomicOutlook
https://youtu.be/x28kXiHe3Ck
Disclaimer: material was prepared by Verdence Capital Advisors, LLC (“VCA”). VCA believes the information and data in this document were obtained from sources considered reliable and correct and cannot guarantee either their accuracy or completeness. VCA has not independently verified third-party sourced information and data. Any projections, outlooks
or assumptions should not be construed to be indicative of the actual events which will occur. These projections, market outlooks or estimates are subject to change without notice. This material is being provided for informational purposes only and is not intended to provide, and should not be relied upon for, investment, accounting, legal, or tax advice. Past performance is not a guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance
that the future performance of any specific investment, investment strategy, or product or anynon-investment related content, made reference to directly or indirectly in these materials will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. You should not assume that any
discussion or information contained in this report serves as the receipt of, or as a substitute for, personalized investment advice from VCA. Due to various factors, including changing market conditions and/or applicable laws, the c...
By Megan Horneman5
44 ratings
The first quarter of 2026 was a difficult one for investors.
In this episode of Markets with Megan, Megan Horneman recaps a volatile start to the year as markets reacted to war in the Middle East, surging energy prices, private credit fears, rising inflation expectations, and hawkish central bank rhetoric. She also explains why stocks rebounded at the very end of the quarter—and why caution may still be warranted from here.
In this episode:
- Why global markets struggled in Q1
- What drove the correction in U.S. equities
- How energy prices and inflation expectations moved higher
- Why credit markets came under pressure
- What sparked the late-quarter rebound
- Why investors may still want to stay cautious
For more episodes, visit: https://marketswithmegan.fm
#MarketsWithMegan #MarketUpdate #QuarterlyRecap #Q12026 #Volatility #StockMarket #Investing #Inflation #EnergyMarkets #FederalReserve #MarketCommentary #EconomicOutlook
https://youtu.be/x28kXiHe3Ck
Disclaimer: material was prepared by Verdence Capital Advisors, LLC (“VCA”). VCA believes the information and data in this document were obtained from sources considered reliable and correct and cannot guarantee either their accuracy or completeness. VCA has not independently verified third-party sourced information and data. Any projections, outlooks
or assumptions should not be construed to be indicative of the actual events which will occur. These projections, market outlooks or estimates are subject to change without notice. This material is being provided for informational purposes only and is not intended to provide, and should not be relied upon for, investment, accounting, legal, or tax advice. Past performance is not a guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance
that the future performance of any specific investment, investment strategy, or product or anynon-investment related content, made reference to directly or indirectly in these materials will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. You should not assume that any
discussion or information contained in this report serves as the receipt of, or as a substitute for, personalized investment advice from VCA. Due to various factors, including changing market conditions and/or applicable laws, the c...