Economic summary and projections – First quarter 2026

As an economist, I believe that the first quarter of 2026 is taking place in a context of fragile stability, where the global economy has managed to contain the most serious risks of inflation, but has not yet consolidated solid growth. Financial markets reflect this reality with prudent moves, showing that the stage of abrupt corrections is behind us, although uncertainty remains a dominant factor.

From my analysis, monetary policy remains the central axis of economic decisions. Central banks are keeping a careful eye on things, with no sudden changes in interest rates This creates a more stable monetary situation, but it also slows down the rapid growth of smart investments, especially in places that are already well-situated.

The stock market is going to be pretty stable, but expect some ups and downs here and there technology, energy, defense industries DNA are still going to be the big players in investment, but companies that are actually in debt might struggle to keep their stock prices up. Asset selection will be key during this period.

My projections indicate that investors will prioritize defensive and short- and medium-term strategies. Diversifying your investments, doing thorough fundamental analysis, and managing risks are key tools you can't do without This is no place for wild betting; It's all about smart, informed choices.

Finally, I believe that this first quarter of 2026 acts as a thermometer for the economic year. If things remain stable and we see decent growth, the second half of the year could bring some good opportunities. However, any external geopolitical or financial shocks could quickly change the direction of markets.