Q2 2026 Earnings Preview: Navigating High Expectations, Tariff Rebates, and War Uncertainties

Published on July 13, 2026

What makes this earnings setup truly unique is the behavior of Wall Street analysts over the last 90 days. Because corporate guidance tends to be conservative, analysts historically cut estimates ahead of time.

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AI Capex Risk Cuts Both Ways In The American Economy

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The AI capex risk profile has gotten sharper since then, and the argument needs tightening in a few places. The bull case and the tail risk are now the same buildout, but they are running in different directions.

Yield Curves & Style Rotations: Omen or Deception?

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The signals suggest the regime may be changing, and we should be prepared for that possibility. However, until that becomes more evident, we must take advantage of what the market has to offer.