As 2026 unfolds, major U.S. stock indices have continued to reach record milestones, with the Dow Jones Industrial Average surpassing 50,000 and the S&P 500 approaching the 7,000 level. While headline indices remain resilient, underlying market dynamics are evolving, with technology stocks showing signs of consolidation and small-cap stocks demonstrating relative outperformance.
At the same time, shifting geopolitical developments — including changing global economic influences centred around the United States and Japan’s political landscape following the landslide election victory of Prime Minister Sanae Takaichi’s ruling party — continue to shape investor sentiment and global capital flows.
With markets reaching record highs while leadership and macro drivers evolve, how should investors interpret these market shifts and position themselves moving forward?
In this webinar, we will review key developments from the first quarter of 2026 and share observations on emerging market trends. The session will also examine how movements in the U.S. equity market influence broader financial markets, including foreign exchange and gold, providing investors with a more comprehensive view of cross-asset market opportunities.
Webinar outline:
- Q1 U.S. Stock Market Performance
- Market Driving Forces & Geopolitical Developments
- U.S. Technology & AI Stocks — Entering a Consolidation Phase?
- Small-Cap Stocks — Signs of Strength?
- Cross-Market Perspectives: Forex & Gold