Momentum in the Markets: The S&P 500’s Sustained Earnings Growth
Despite recent geopolitical headwinds, the S&P 500 has demonstrated remarkable resilience, officially recording five consecutive quarters of double-digit earnings growth as of Q4 2025.
Energy Security and the New Geopolitical Playbook
The recent surge in global energy prices has provided a masterclass in financial resilience. While headlines often focus on the conflict itself, the real story for investors is the stark divergence in how different economies and asset classes are responding.