Robust Corporate Earnings Take the Spotlight
Mike Dickson, Ph.D.
May 6, 2026
Businesses are pumping out profits Corporate earnings season is in full swing. Last week alone,
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Businesses are pumping out profits Corporate earnings season is in full swing. Last week alone,
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What Happened Last Week Earnings Week Two: Earnings continue to come in strong. Autos, aerospace,
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What Happened Last Week Q2 Earnings: Earnings season kicked off with generally strong results, but
What Happened Last Week Stocks Rally: The S&P 500 rallied for nine straight days to
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What Happened Last Week Easing Fears: Equities rallied, led by the Mag 7, as tariffs,
What Happened Last Week Yields Stabilized: Despite Trump’s consideration of firing Powell, 10-year yields declined,
Earnings have been much better than expected thus far among the market’s small companies. Large-company
What Happened Last Week DeepSeek Dip: Tech stocks plunged due to fears of overinvestment in
What Happened Last Week Dollar Decline: The dollar had its worst week in a year
What Happened Last Week Lower Rates: Downside inflation surprises in the U.S. and U.K. and
What Happened Last Week Global Selloff: Stocks fell as rising yields and rate uncertainty pressured
Head of Research and Quantitative Strategies Mike Dickson joined Schwab Network to highlight the U.S.’s
“We’re looking under the hood of the micro,” says Horizon Investments’ Zach Hill. He looks
Will the next round of AI earnings be impressive – or lackluster? Chief Investment Officer
https://www.youtube.com/watch?v=K_2CoH-Ju1o&t=8234s%20 Chief Investment Officer Scott Ladner joins Bloomberg to discuss large vs small business confidence.
Is the Fed out of play as a market catalyst at this point? Chief Investment
Zach reviews the 4Q23 earnings season, what Horizon anticipates from the Fed and interest rates
CIO Scott Ladner joined TD Ameritrade to discuss this week’s FOMC meeting and A.I.’s potential
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Businesses are pumping out profits Corporate earnings season is in full swing. Last week alone, 44%* of the companies in the S&P 500 index reported
What Happened Last Week Earnings Week Two: Earnings continue to come in strong. Autos, aerospace, and bank names were the brightest spots last week. Easing
Listen Now
What Happened Last Week Q2 Earnings: Earnings season kicked off with generally strong results, but the next two weeks are the real test for the
What Happened Last Week Stocks Rally: The S&P 500 rallied for nine straight days to close above pre-Liberation Day levels. Better Than Feared Data: Payrolls
What Happened Last Week Easing Fears: Equities rallied, led by the Mag 7, as tariffs, Powell firing fears, and DOGE-related cuts all eased. Positioning Snapback
What Happened Last Week Yields Stabilized: Despite Trump’s consideration of firing Powell, 10-year yields declined, supported by several solid Treasury auctions. Equity Volatility Eased: Selling
Earnings have been much better than expected thus far among the market’s small companies. Large-company stocks have outpaced their small-cap peers since the start of
What Happened Last Week DeepSeek Dip: Tech stocks plunged due to fears of overinvestment in AI infrastructure following DeepSeek’s model release. Trump Tariffs: Tariff threats
What Happened Last Week Dollar Decline: The dollar had its worst week in a year as no “day one” tariffs from the Trump administration lifted
What Happened Last Week Lower Rates: Downside inflation surprises in the U.S. and U.K. and dovish Fed comments fueled a move lower in Treasury yields.
What Happened Last Week Global Selloff: Stocks fell as rising yields and rate uncertainty pressured equities. Economic Strength: Strong jobs data showed resilience, but “good
Head of Research and Quantitative Strategies Mike Dickson joined Schwab Network to highlight the U.S.’s strong economic growth, with the Atlanta Fed’s GDP forecast at
“We’re looking under the hood of the micro,” says Horizon Investments’ Zach Hill. He looks at how earnings season is proving to show continued resilience
Will the next round of AI earnings be impressive – or lackluster? Chief Investment Officer Scott Ladner joined CNBC to forecast his expectations on where
https://www.youtube.com/watch?v=K_2CoH-Ju1o&t=8234s%20 Chief Investment Officer Scott Ladner joins Bloomberg to discuss large vs small business confidence. Watch Video
Is the Fed out of play as a market catalyst at this point? Chief Investment Officer Scott Ladner joins Yahoo! Finance on Market Domination to
Zach reviews the 4Q23 earnings season, what Horizon anticipates from the Fed and interest rates this year, and how these top-of-mind components translate into portfolio
CIO Scott Ladner joined TD Ameritrade to discuss this week’s FOMC meeting and A.I.’s potential impact on sectors.