Skip to content
Sep 04 2026
The Leuthold Refresh

S&P 500 Earnings Waterfall 2Q 2026

  • Sep 4, 2026

There are rare moments in news broadcasting when something happens that is so transcendent and awe-inspiring that the best thing the announcer can do is say nothing at all. This quarter’s earnings update feels like one of those moments.

Login

For full access, please enter your credentials.

About The Author

Scott Opsal / Director of Investment Strategies

Scott Opsal Director of Investment Strategies

Scott oversees asset allocation, investment policies, and team coordination. He also conducts in-depth research using fundamental and quantitative analyses to support the firm’s portfolio and strategy recommendations.

Perception for the Professional
August 2026 Issue

Green Book Publication Cover

Featured Articles

Sector Navigator
September 2026 Issue

Blue Book Publication Cover

Recent Tags
[ALL]

Real Yield (1) Inflation (588) Fed Policy (175) Interest Rates (259) Credit (13) AI (1) Recession (72) Contagion (1) Iran War (1) Oil (49) Gold (85) War (1) Energy (91) Factors (94) Momentum (186) Small Caps (190) GDP (46) Trump (2) Time Cycles (7) China (46)