08/04/2026
Despite geopolitical tensions and policy uncertainty, corporate earnings are delivering, and the economic expansion remains intact. The real story? Market leadership is finally broadening beyond AI.
In our latest market update we break down:
✓ Why the "escalate, de-escalate" pattern may be losing its market impact
✓ How U.S. earnings are crushing expectations (seven consecutive quarters of double-digit growth)
✓ Why broader sector and regional participation is a healthier sign for your portfolio
Read our full market update to see what's happening beneath the surface.
Despite geopolitical tensions and policy uncertainty, corporate earnings are delivering, and the economic expansion remains intact. The real story? Market leadership is finally broadening beyond AI. In our latest market update we break down: ✓ Why the "escalate, de-escalate" pattern may be losing ...