Episode 1 of The Market this Month is live — and it’s our first episode of 2026!
Powered by the Canadian Securities Exchange in partnership with Stockhouse, host Anna Serin kicks off the new year with co-host Bruce Campbell.
Spotlight topic: Starting 2026 with broadening market leadership
Anna and Bruce dig into why strength that began in gold, silver, and copper is now expanding into lithium and iron ore—pointing to a more structural shift driven by supply constraints, infrastructure investment, and global macro uncertainty.
Also in this episode:
• Commodities: sequential breakouts across metals and critical materials
• Market rotation: leadership shifting away from mega-caps toward mid- and small-caps
• Capital formation: oversubscribed financings and rising U.S. participation for Canadian issuers
• Energy volatility: geopolitics vs. long-term fundamentals in Canadian oil & gas
• Macro watch: inflation trends, interest rates, and upcoming Fed leadership changes
• CSE activity: new listings, cross-border IPOs, M&A, and strategic financings across AI, clean energy, mining, cannabis, and digital assets
Plus: Why the ongoing disconnect between economic sentiment and market performance could be an important signal for investors as 2026 unfolds.
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The Market this Month
