Schwab Network Jeff Weniger on the Strength Behind the Market’s V‑Shaped Recovery
Apr 16, 2026
Jeff Weniger, Head of Equity Strategy at WisdomTree, offers concise market analysis and strategy perspective. He explains why the V-shaped rally may continue. He highlights sector rotation into financials and tech. He discusses earnings growth projections and moderating money supply as supportive signals.
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V Shaped Rally Can Continue After Fast Runs
- V‑shaped furious rallies often continue despite rapid recent gains.
- Jeff Weniger points to past episodes (e.g., post‑tariff tantrum rally last April) where early doubters missed further gains.
Sector Rotation Confirms Broader Market Rally
- Rotation into previously weak sectors signals broader market participation.
- Financials recovering suggests easing private credit fears and tech strength suggests Sassmageddon concerns have abated, according to Jeff Weniger.
Lagged Fed Easing Should Support Credit In 2026
- Recent Fed moves and past cuts create a lagged positive effect on credit and markets.
- Weniger notes 175bps of easing over recent quarters and expects the credit mechanism to show gains in spring–summer 2026.