Read the full article on Seeking Alpha.
Summary
- Important earnings season ahead as investors look for signs that we are still in soft landing territory despite persistently strong economic data that’s helping to delay rate cuts.
- Q1 S&P 500 EPS growth expected to come in at 3.2%, the third consecutive quarter of growth.
- Banks on deck this week: investors hoping for improved lending, investment banking conditions, but headwinds still persist.
- Peak weeks for Q1 season run from April 22 to May 10.
Recent Content
-
Mid-Quarter Investor Conference Calendar: Stocks Heat Up Heading Into Autumn
-
Earnings Signals & Labor Slowdowns: Testing the Limits of Consumer Resilience
-
From Classrooms to Wall Street: Why Back-to-School Matters More This Year
-
Divided Tech, Divided Fed: Navigating AI Capex Scrutiny and Mixed Macro Signals
-
AI Capex Hits a Tipping Point as Investors Demand More Corporate Discipline
-
The AI Capex Warning: Alphabet Sets a Tense Stage for Amazon, Microsoft, and Meta
-
Mild Macro Data Sets up AI Tech Earnings and a Busy August Corporate Event Stretch
-
A Stellar Start: Big Banks Defy Credit Fears to Kick Off Q2 Earnings
-
SaaSpocalypse Part II? IBM’s Preliminary Earnings Report Rattles Software
-
Q2 2026 Earnings Preview: Navigating High Expectations, Tariff Rebates, and War Uncertainties
