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Noticias

First Quarter Earnings: Sharpening Sector Divergence

Global PMI: Tracking The Sectors Hit Hardest By The Middle East War

O-I Glass: Cheap Valuations And Better FCF Prospects, Offset By Weak Topline Trends (NYSE:OI)

Equity Outlook: Middle East War, Energy Shock Test Fragile Markets

The Odd Couple Of 2026: Cyclicals And Defensives

Risk Assets: Navigating The Crosscurrents

Global Equities In 2026: Same, Same… But Different

This Week's Market Wrap: Mega-Cap Earnings, Inflation Data, And AI-Driven Spending

Did The Market Bottom Or Just Bounce?

S&P 500 Earnings: Rotation In ’26 And Major Tech Companies Start To Report Next Week

Geopolitics, Earnings And Rates: Trading Through Turbulence

Plan For 2026: Predictions From Our Portfolio Managers