Earnings season begins with companies adjusting on the fly to tariffs. This could give investors insight into strategies firms are taking and how businesses might be affected.
Though first-quarter results for the biggest U.S. banks are expected to be firm overall, the industry faces challenges amid recession worries and slow capital markets demand.
Guidance and spending will be important to watch as analysts have their eyes on annual revenue growth, especially after news of DeepSeek shocked U.S. markets.
Recent data, early results, and a relatively firm economy point toward possible improvement in Q3 retail earnings as Walmart, Target, and other big-box stores prepare to report.