: Initial expectations for multiple rate cuts in 2026 have shifted. Due to "sticky" inflation driven by energy price spikes, many now expect the Federal Reserve to maintain a "higher-for-longer" stance, with less than one full cut priced in for the remainder of the year. The Case for Buying Now

: Unlike 2025, which was dominated by mega-cap tech, 2026 has seen a rotation into "Value" sectors like financials, energy, and industrials.

: Corporate earnings remain a primary driver of market optimism. S&P 500 earnings are on track for a 13.2% year-over-year increase in Q1 2026, marking the sixth consecutive quarter of double-digit growth.