The three themes that dominated Q1 earnings: Goldman Sachs
More than 90% of S&P 500 (^GSPC) companies have reported their latest quarterly earnings, according to data from FactSet, with 78% of those companies reporting a profit beat. According to Goldman Sachs Chief US Equity Strategist David Kostin, three themes have dominated this quarter: AI, the US consumer, and cost controls. Morning Brief Anchors Brad Smith and Seana Smith break down the three themes and what they mean for the broader market. For more expert insight and the latest market action, click here to watch this full episode of Morning Brief. This post was written by Nicholas Jacobino