The companies in the S&P 500 reported financial results above expectations for 2026, suggesting a profit increase of 14%. Markets are becoming more optimistic, anticipating a possible interest rate cut by the Federal Reserve.

The financial performance of companies is essential for the evolution of markets, and the first results for 2026 show that most companies in the S&P 500 have exceeded analysts' expectations, with profit growth estimates of approximately 14%. Companies like Citigroup and UnitedHealth Group have reported positive results, signaling resilience in the American economy. Initially, the markets reacted negatively to the conflict with Iran, fearing a rise in oil prices, but those fears have eased, and the price of Brent crude has stabilized. Investors are considering a possible interest rate cut by the Federal Reserve, which could stimulate the economy and increase the attractiveness of equities. Although economic data suggests solid activity, risks remain, and markets could react negatively in the event of unfavorable developments. Nevertheless, the current optimism suggests that investors are willing to bet on a stable global economy.