Corporate earnings for the first quarter were trending at approximately 17% growth.

Ali McCartney characterizes the current US labor market as a "no hire, no fire" environment that she predicts will eventually break due to factors like AI or pockets of high unemployment.

UBS Alignment Partners believes the Federal Reserve's next interest rate move will be a cut, which is contrary to current market expectations.

Ali McCartney of UBS Alignment Partners states that US financial markets are predicting the Federal Reserve's next interest rate move will be an increase.

Artificial Intelligence is creating a new growth tailwind for the pharmaceutical, healthcare, and financial sectors, expanding beyond its initial impact on energy and hyperscalers.

Micron and NVIDIA are expected to contribute one-third of the remaining 17% of earnings growth for the first quarter.

The wealthiest 10% of the US population is responsible for 50% of consumer spending.

The price of oil is 60% higher than it was at the beginning of 2026.

Allie McCartney predicts a seismic shift in how countries and companies approach energy strategy in the coming years.