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US Earnings
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The Editorial Desk
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July 9, 2026
Central Banks
Geopolitical events
Commodity
Oil, Metals, Soft Commodities
AI
US Earnings
We have spent the last three instalments of this series mapping the plumbing of the 2026 economy: the banks that anchor the capital, the utilities that supply the electrons, and the chipmakers building the silicon. As the April reporting season moves into its final act, attention shifts to the front door.
AI
US Earnings
April's US earnings season is landing in a market that wants more than a good story. JPMorgan has already set a high bar with a strong result, and attention is now shifting to the engine room of the S&P 500: AI infrastructure where three companies are at the centre of that story.
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AI
Commodity
April’s US earnings season is landing in a market that wants more than a good story. As GO Markets highlighted in its recent defence earnings watchlist, this reporting period is arriving after a broader shift in what markets care about. It is no longer just about growth at any cost. Traders want to know what the numbers are saying beneath the surface.