The Earnings Silver Lining Ripple Effect — March 31, 2026
The Dow and Nasdaq dipped into correction territory on Monday – down 10% from all-time highs. The S&P 500 hasn’t joined yet, but may in a few days.
The good news? So far, the Iran war and oil spike hasn’t spilled over into corporate earnings. They’re still growing:  Even though the market is nearing correction territory, corporate earnings have continued to rise, offering investors a more compelling valuation. (Source: The Compound) As a result, this current market selloff is lowering valuations, particularly on high-flying tech names.
The bad news? Once we see corporate earnings start to slide, it’ll give markets a bigger reason to decline than short-term headlines that swing by the day.
We wouldn’t be surprised to see financial stocks start to weaken, given the problems in private credit that are now seeing the light of day. And we expect that tech stocks will eventually stop delivering blowout quarters for investors – another move that could cause the markets to see a bigger selloff.
But even higher oil prices lasting longer than expected could weigh across the board on corporate earnings – and give the market a fundamental reason to decline.
~ Andrew | Advertisement 
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Please send your comments, reactions, opprobrium, vitriol and praise to: feedback@greyswanfraternity.com |
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