Strong Corporate Earnings In the face of much uncertainty heading into 2026, second quarter earnings reports have been strong. With about 91% of S&P 500 companies having reported, roughly 85% posted a positive earnings surprise, and index earnings are on pace to grow 48% year over year for the second quarter — the highest earnings […]
Read MoreTag: Corporate Earnings
ByTheNumber$ – April 16th, 2026
Underlying Inflation While headline inflation numbers looked scary in March due to energy and tariffs, Federal Reserve Governor Waller noted in a mid-April speech that “underlying inflation”—when you strip out the temporary effects of tariffs—is running very close to the 2.0% target. This suggests that once the current geopolitical and trade shocks settle, the core […]
Read More