The energy sector is rewriting the record books with a historic 14-week winning streak, even as the broader U.S. stock market struggles through a prolonged downturn.
The market is flashing a warning signal rarely seen throughout history.
When you dig into where global corporate profits are actually coming from in 2026, semiconductors don’t just show up near the top of the list. They account for nearly half of the entire leap in MSCI AC World earnings this year.
We are currently witnessing a resurgence in the American industrial sector and a structural shift in productivity that suggests the U.S. is entering a growth cycle reminiscent of the 1990s.