As anticipated in this week’s Weekly Outlook, the U.S. earnings season has begun, as usual led by the banking sector. Expectations were relatively elevated, as banks typically provide a reliable read-through on the overall state of the economy and credit conditions. In addition, sector performance since mid-November 2025 has been decidedly strong: the Invesco KBW […]
US30 Sets Fresh Records as Financials, Industrials, Healthcare lead
At this point, it is hardly a surprise: after an extended period in which the technology sector led the broader market higher, leadership has rotated notably in recent weeks. In fact, several major names — including NVDA (-1.55%), AMZN (-0.65%), and AAPL (-0.27%) — have weighed on the Nasdaq’s performance. This comes on top of […]
