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A more complicated picture for the next stages of AI development and renewed geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.
Read more in Global Insight Monthly
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Learn more about The Senderling Team.
Middle East stress comes and goes, and could come back again. But corporate profit results and the earnings outlook tend to have a more enduring impact on U.S. stock market performance. We assess the earnings trends and future prospects.
The Federal Reserve chair got the ‘family fight’ he wanted at this week’s meeting, but now might have a fight with the market. With the 30-year Treasury yield near a two-decade high, we look at where policy and yields could go from here.
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