The Big First Quarter Picture – Earnings Strength vs. Geopolitical Stress

First-quarter earnings season is delivering Wall Street better-than-expected results, propelling US equities’ run from one record to the next. As earnings wind down for two-thirds of the stocks in the S&P 500 Index, the proportion of companies missing analysts’ estimates is hovering at the lowest level since 2021. S&P 500 companies outside of the tech realm have been posting the sharpest positive earnings surprises since the fourth quarter of 2024.

Keep reading…

Download Article

Viva Financial

8351 N High St, Ste 160, Columbus, Ohio 43235
P: 614-831-0800 | dan.phillips@viva-financial.com | heather.phillips@viva-financial.com | F: 614-831-0799

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Viva Financial are not affiliated.

This communication is strictly intended for individuals residing in the states of CA, FL, KY, MI, NM, OH, OK, PA, TX, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

Viva Financial