The Market this Month | Silver Swings, Capital Rotates, and Opportunity Emerges | Episode 2 of 2026

Описание: In the February 2026 edition of Market This Month, Anna Serin of the Canadian Securities Exchange and Bruce Campbell of Stonecastle Investment Management break down the sharp rise in gold and silver volatility, what sector and capitalization rotation are signaling, and why capital continues to flow into Canada’s growth markets despite short-term price swings.

This discussion covers:
• Gold’s move above $5,000 and rising CBOE volatility indexes
• Why silver financings remain strong despite price swings
• Sector rotation from mega-cap tech into energy, healthcare, and resources
• Capitalization rotation favoring small- and mid-caps
• What the top-down dashboard is signaling for Q1 earnings season

Learn more: https://thecse.com/

This video is made in partnership with Canadian Securities Exchange. This video is for informational purposes only. Please do your own due diligence. For our full disclaimer, visit: https://themarketonline.ca/disclaimer

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Chapters:
0:00 - Introduction
0:45 - Gold & Silver Volatility Explained
3:30 - Commodity Cycles: A 15–20 Year Run?
8:20 - Strong Resource Financings in 2026
10:45 - Sector Rotation: Energy, Healthcare, Industrials
15:40 - Capitalization Rotation into Small & Mid Caps
18:00 - Earnings Season and Market Signals
19:30 - Top-Down Dashboard & Early Warning Indicator
20:40 - Looking Ahead to PDAC