The Q1 2026 earnings reporting season is fast approaching, and all signs suggest it will be a good one. Headwinds, risks, and fears remain, but the outlook for growth provides a triple tailwind for the market, likely to continue in Q2. The tailwind includes earnings growth, an outlook for sequential acceleration, and steadily rising forecasts, setting the bar higher with each weekly round of estimate revisions. With this in play, the S&P 500 has almost nowhere to go but up and will likely resume its uptrend before the reporting period is over.
