Market Commentary & Insights
Stay up to date on market commentary and trends from our MK Total Wealth Management Group
Latest Market Commentary
The first quarter of 2026 has been a good example of how markets don’t always react the way headlines might suggest. While news of escalating conflict in the Middle East pushed oil and gas prices higher and raised concerns about inflation, financial markets have remained relatively steady. North American stocks have held up well, and even bond markets reacted differently than expected, with yields rising as investors focused more on inflation than on seeking safety.
Latest Wealth Insights
Volatility Returns
Volatility returned to start the year, not just in financial markets, but in U.S. policy, driving geopolitical uncertainty amid widening global conflict. Even before recent events, this drove a flight to safety in precious metals, with swings in gold and silver prices, alongside a weakening U.S. dollar. Volatility extended to certain technology stocks, which, despite solid earnings, were punished for elevated capital spending, with concerns about the impact of artificial intelligence spreading beyond the sector.
