Today, before the US market opens, Goldman Sachs will kick off the corporate earnings season. The financial sector has not performed particularly well this year and is currently the worst-performing sector year-to-date, with the sector ETF XLF down 6.83%. However, the past month has been moderately positive, with gains close to 2%. That said, the […]
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 […]
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