Q1 2026 Economic Update & Outlook

Early 2026 opened with optimism around AI, but rising oil prices and geopolitical tension quickly shifted sentiment. Mike Roth explains what changed, why rate cuts may be fewer than expected, and where volatility creates both risk and opportunity. 00:00 Welcome to Money Sense 02:04 Q1 2026 Market Overview 06:34 Why AI Is Driving Market Volatility 15:55 Iran, Oil Shocks & Global Market Impact 21:03 The Fog of War: Headlines vs Reality 23:32 Interest Rates & Fed Cuts in 2026 24:46 AI Winners, Losers & Valuation Shifts 29:39 Understanding Private Credit 37:47 How Today’s Economy Affects Everyday Life ELLENBECKER INVESTMENT GROUP Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations. Website: ellenbecker.com This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group.

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Q1 2026 Economic Update & Outlook is an episode from Money Sense by Taelor Ellenbecker.

This episode is 00:45:26 long.

This episode was published on Mar 31, 2026.

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