📌🇺🇸 Next week in the USA, a new corporate earnings season will begin ( April 13 )

Let us remind you: the corporate earnings season is traditionally accompanied by heightened volatility—both in the stock market and in crypto. The consensus forecast for Q1 results: a +13% year-over-year increase in profits for S&P 500 companies, with revenue of about +9%. Stronger reports usually support risk appetite, while weak profit momentum reinforces correctionary sentiment.

▪️FactSet:
- Expected S&P 500 profit growth = +13.2% YoY, revenue +9.7%.
- The technology sector is the main driver ( AI, semiconductors).

▪️Goldman Sachs:
- The key driver is investments in AI and the recovery of M&A.
- Volatility may “blur” the market’s reaction to reports—focus on forecasts.
- The potential for a more favorable business environment in 2026.

▪️JPMorgan:
- We expect revenues in trading and investment banking ( against the backdrop of volatility).
- Risks: inflation, oil, and the prolonged maintenance of a high interest rate.
- The main focus is macro and management commentary, not the figures themselves.

▪️UBS:
- They reduced the forecast for the S&P 500 for 2026 to ~7,500 points ( previously ~7,700).
- Profit growth will continue, but with increased risks.
- High oil prices may delay the Fed rate cuts.
- Market pressure through financial conditions and inflation.

▪️Deutsche Bank:
- We expect a stronger season than the market is currently pricing in ( ~ up to +19% YoY in profits).
- Support: a weak dollar, AI, and macro data.

Сryptо Headlines📌🇺🇸 Next week in the USA, a new corporate earnings season will begin ( April 13 )

Let us remind you: the corporate earnings season is traditionally accompanied by heightened volatility—both in the stock market and in crypto. The consensus forecast for Q1 results: a +13% year-over-year increase in profits for S&P 500 companies, with revenue of about +9%. Stronger reports usually support risk appetite, while weak profit momentum reinforces correctionary sentiment.

▪️FactSet:
- Expected S&P 500 profit growth = +13.2% YoY, revenue +9.7%.
- The technology sector is the main driver ( AI, semiconductors).

▪️Goldman Sachs:
- The key driver is investments in AI and the recovery of M&A.
- Volatility may “blur” the market’s reaction to reports—focus on forecasts.
- The potential for a more favorable business environment in 2026.

▪️JPMorgan:
- We expect revenues in trading and investment banking ( against the backdrop of volatility).
- Risks: inflation, oil, and the prolonged maintenance of a high interest rate.
- The main focus is macro and management commentary, not the figures themselves.

▪️UBS:
- They reduced the forecast for the S&P 500 for 2026 to ~7,500 points ( previously ~7,700).
- Profit growth will continue, but with increased risks.
- High oil prices may delay the Fed rate cuts.
- Market pressure through financial conditions and inflation.

▪️Deutsche Bank:
- We expect a stronger season than the market is currently pricing in ( ~ up to +19% YoY in profits).
- Support: a weak dollar, AI, and macro data.