Current investment trends observed in 2026

Market Trends: Early 2026 vs. 2025

The initial two months of 2026 have already passed, and amid the ongoing discussions about artificial intelligence, concerns over private credit, last month's debates about Greenland, and recent turmoil in Japan's bond market, it's easy to lose sight of the bigger picture. This article takes a straightforward approach: it examines market performance throughout 2025 and compares it to the results from January and February of 2026.

The findings are striking. When it comes to the US Dollar and precious metals, the start of 2026 has mirrored the trends of 2025, but with even greater intensity. This similarity might be overlooked, especially given the dramatic surge in precious metals prices recently.