US corporations are poised to deliver strong first-quarter earnings despite ongoing geopolitical tensions in the Middle East, according to Nigel Green, CEO of deVere Group, one of the world’s largest independent financial advisory organisations.
The firm notes that analysts currently see S&P 500 companies delivering double-digit earnings growth in the first quarter of 2026, with consensus estimates suggesting around 12% year-on-year expansion, with some projections indicating growth could rise closer to 18–19%, which would mark one of the strongest quarters since the post-pandemic rebound period.
“Corporate America is heading into this earnings season with serious momentum,” says Green. “Forecasts have strengthened in recent weeks, and the underlying drivers are clear: a weaker dollar, robust fiscal stimulus under President Trump, and resilient global demand.”
Empfohlener Broker
Multi Asset Platform
Green points to the Trump administration’s fiscal agenda as a key driver. “The administration’s tax and spending agenda is feeding directly into earnings strength,” he says.
“Incentives for capital investment, alongside broader tax cuts, are driving business activity and supporting margins.”
Currency dynamics are said to be providing additional support, with Green noting that “a softer dollar is a powerful tailwind for US companies with global exposure,” adding that sectors such as tech, materials and energy are seeing overseas revenues translate more favourably.
However, Green cautions that the earnings story is not the same across all sectors, with the dispersion reinforcing the importance of selective positioning rather than broad exposure. Green also flagged that industrials and energy-intensive sectors face greater pressure from rising input costs.
Equities have rebounded strongly following news of a temporary US-Iran ceasefire. “Strong earnings in the face of global volatility reinforce a key principle: staying invested remains essential,” Green concludes.
Searching for the Perfect Broker?
Discover our top-recommended brokers for trading or investing in financial markets. Dive in and test their capabilities with complimentary demo accounts today!
- IG Top-tier regulation – Read our Review
- eToro Wide range of instruments available to trade – Read our Review
YOUR CAPITAL IS AT RISK. 76% OF RETAIL CFD ACCOUNTS LOSE MONEY
