Fiscal policy is the elephant in the room

Fiscal policy is the elephant in the room

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The View Beyond: When earnings meet geopolitics

The first quarter of 2026 has presented investors with complex and worsening financial conditions, volatile oil prices, and heightened geopolitical tensions. Q1 earnings are already being reported, and so far, the indications have been promising. What are the expectations for the ...  Show more

Nasdaq on its best winning streak since 2009

Wall Street ended modestly higher yesterday, with the S&P 500 and Nasdaq closing at record highs following a twelfth consecutive advance. US markets reacted positively to the announcement of a 10‑day ceasefire between Lebanon and Israel. Earnings also provided support, led by ban ...  Show more

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