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First-Quarter Earnings Season Is An Opportunity To De-Risk

By Seeking Alpha May 05, 2026 Neutral
First-Quarter Earnings Season Is An Opportunity To De-Risk
Despite escalating Middle East tensions and rising oil prices, equity markets remain resilient, with investors focused on Q1 earnings and upward revisions. Elevated oil prices are expected to persist through year-end, increasing input costs and threatening consumer spending and GDP growth in coming months.
Despite escalating Middle East tensions and rising oil prices, equity markets remain resilient, with investors focused on Q1 earnings and upward revisions. Elevated oil prices are expected to persist through year-end, increasing input costs and threatening consumer spending and GDP growth in coming months.