Resilience Meets Overbought Readings

Published on April 21, 2026

Get ready each week with high-conviction insights that go beyond media headlines.

Continue reading on website
Other news

Quarterly Review and Outlook First Quarter 2026

April 21, 2026
Oil shocks hitting economies with weak demand and strained balance sheets are especially damaging. Firms cannot fully pass on rising costs, so margins shrink, layoffs increase, and investment falls.

Q1 Earnings Kick Off: Strong Results and Record CEO Confidence Anchor the Market

April 21, 2026
The Q1 2026 earnings season has officially started, and the early results suggest a market that is largely defying the geopolitical fog we’ve discussed.