Diversification, Inflation & AI Disruption: What’s Driving 2026 Markets

The market leadership playbook is changing — and investors need to pay attention. 

In this week’s Market Commentary, Rick Wedell, CIO of RFG Advisory, breaks down what’s really driving markets in early 2026. While the S&P 500 has stalled, international stocks and small caps are stepping into leadership, reinforcing why diversification is proving valuable right now. 

Rick also examines the latest labor market and inflation data, explaining why the Fed may remain on hold despite a stronger jobs report. Finally, he explores how AI disruption is pressuring certain sectors — particularly software — and why investors should be cautious about overestimating short-term technological impact. 

Here’s what you’ll learn: 

  • Why diversification is working in 2026 
  • What labor and inflation trends mean for the Fed 
  • How AI disruption is impacting specific sectors 

Watch now to hear Rick’s perspective on market leadership, Fed policy, and how to stay positioned in a changing environment. 

Schedule a call