Financial Focus – April 1st, 2026
A tough start to the year has investors on edge, with markets trying to find their footing after a recent bounce. This week on Financial Focus, we break down what’s driving the volatility and why staying disciplined and defensive still matters right now.
Gaining Confidence
Investor sentiment has been deeply negative, but last week’s rebound shows that confidence might be starting to return. History tells us that when fear fades and optimism picks up, even just a little, it can create some of the best opportunities for long-term investors.
The Junk Gets Junkier
When markets get shaky, the weakest links usually show it first—and nowhere is that more obvious than in junk bonds. This week’s chart is a favorite of DoubleLine’s Jeffrey Gundlach. It compares the yields on CCC-rated bonds—the riskiest junk out there—with...