Investors Turning From Geopolitics ‘Sideshow’ to Earnings ‘Main Stage’

Marta Norton says earnings are the “main stage” and geopolitics has been the “sideshow” distracting traders. She’s looking for the A.I. trade to prove itself this season; she has “mixed feelings” on the market broadening narrative. Marta covers the outlook for the Fed and rate cuts in 2026, and how it could impact markets.

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