Thoughtful Money with Adam Taggart Van Eck's Q1 2026 Market Outlook: Risk On, Baby! | Jan van Eck
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Jan 11, 2026 
Jan van Eck, CEO of VanEck and a leading authority in asset management, shares insights on the market outlook for 2026. He discusses a 'Risk On' year with improving fiscal deficits and implications for monetary policy. Jan highlights the easing inflation pressure and the gradual impact of AI on jobs. He points out the resurgence of gold as a global currency and offers cautious views on Bitcoin, while identifying promising opportunities in private credit and select cryptocurrencies. Don’t miss his asset checklist for 2026!
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2026: A Year Of Greater Visibility
- Jan sees 2026 as a year of greater visibility across policy and markets, which supports a "risk on" stance.
- That visibility stems from clearer Fed guidance and improving fiscal trends in the U.S.
Fed Chair Selection Adds Policy Clarity
- Scott Bessent's public guidance suggests incoming Fed nominees will be more restrained than recent years.
- Jan expects limited surprise in monetary policy and modest short-term rate cuts of ~25–50 bps.
U.S. Deficit May Be Smaller Than Expected
- Jan forecasts the U.S. fiscal deficit falling to about 5.5% of GDP in fiscal 2026, lower than most Wall Street estimates.
- He argues this improving fiscal picture supports calmer monetary policy and lower long-term yields.