shared a link post in group #The Most Important Thing
Q1 earnings season is déjà vu all over again for a market that has swapped tariffs for war
After reeling from a shock delivered by the White House, US stocks are rebounding vigorously heading into Q1 earnings season… which sounds strikingly similar to what was transpiring about a year ago, Sherwood News Markets Editor Luke Kawa noted.
In 2025, President Trump slashed reciprocal tariffs on April 9, two days before JPMorgan’s results unofficially kicked off earnings season. This year, Trump announced a two-week ceasefire late on April 7, sending the markets back up on optimism of a resolution. If stocks repeat the patterns of a year ago, it could see the recent unprecedented divergence between stock prices (falling) and earnings estimates (rising) reconciled by corporate results that inspire the former to catch up with the latter.
#Data is beautiful
sherwood.news/markets/us-..
