---
title: 1Q 2026 Review - Talbot Financial, LLC
author: Mary
---

# 1Q 2026 Review

Written by Mary on 14 April 2026. Posted in [2026](https://www.talbotfinancial.com/component/content/category/9-newsletters/14-2026).

- [/images/newsletters/Talbot-Financial-First-Quarter-2026-Review.pdf](https://www.talbotfinancial.com/images/newsletters/Talbot-Financial-First-Quarter-2026-Review.pdf)

The increased market volatility during the first quarter of 2026 was driven by an AI-induced pullback in technology stocks, the Supreme Court’s reversal of executive branch tariff powers, and the war in Iran. As a result of these headwinds, the Index declined 4.3% during the period. Performance leadership came from commodity-sensitive sectors, with the Energy and Basic Materials sectors among the strongest performers.