MoneyShow Chart of the Day 4/1/2026: Deal Volume Jumps in Q1 (But Will it PERSIST?)

Source: Bloomberg

In my recent Market Minute columns, I’ve been recapping both rumored and announced deals in industries as diverse as food service, pharmaceuticals/biotechnology, finance, and consumer products.

Naturally, many of them were already in the works BEFORE the war broke out at the end of February. So, it’s only natural to wonder if NEW talks will keep getting underway now – or if surging energy prices, rising financing costs, and higher market volatility will put the kibosh on activity.

Like so many things, it goes back to duration and severity of the conflict. If Corporate America can be confident a ceasefire is coming soon, M&A could continue to thrive. That’ll help support stocks, with financials likely to perform particularly well. If not? Then it could be another ugly couple of months where only energy stocks deliver for investors.

If I had to tip my hand? I think we will have an ongoing flow of dealmaking in 2026 – and a corresponding rebound in beaten-down vehicles like the State Street Financial Select Sector SPDR Fund (XLF). But it might take a bit to get talks back on track. So, exercise patience and keep your position sizes smaller if you're trading financial names!

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Please note: This is syndicated content and reflects the author’s personal views. It does not represent the opinions of this publication or its affiliates. The article is for informational purposes only and does not constitute investment advice. Always consult a registered financial professional before making any investment decisions.