Five Takeaways From First Quarter Earnings Season

Published on May 11, 2026

With 82% of market cap having reported, the S&P 500 is on track for 27% year-over-year earnings per share (EPS) growth, the strongest since 4Q21. More than 84% have beaten earnings estimates − the most since 1Q21 − while earnings revisions are up 12%, the fastest pace in four years.

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Gold Demand Up in Q1; Sets Record in Value Terms

May 11, 2026
Gold demand was up 2 percent year-on-year in the first quarter, setting a record in value terms. Including over-the-counter (OTC) selling, gold demand came in at 1,231 tonnes.

Franklin Templeton Launches New Private Markets Models with Corastone

May 11, 2026
The asset manager partnered with Corastone to create portfolios spanning private equity, private credit, private real estate and private infrastructure with monthly rebalancing capabilities.