Earnings Season to Put Wall Street’s Rotation Trade to the Test
Yahoo Finance·2026-01-13 23:25
Photographer: Michael Nagle/Bloomberg Investors’ newfound affinity for companies that benefit most from an accelerating economy is in for a tough test as the latest earnings season kicks off. Money has been flowing from the technology giants that powered the past three years of gains into shares of banks, consumer-product makers and materials producers. The bet is that these sectors are set to outperform as the US economy picks up steam in 2026. Most Read from Bloomberg The problem for any jittery inv ...