Earnings focus: CapEx, margins and consumer divergence

• Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments 
• Erin McLaughlin, Senior Economist at The Conference Board 
• Ed Mills, Washington Policy Analyst at Raymond James 
• George Goncalves, Head of US Macro Strategy at MUFG Americas 

Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, on the high bar for equities in 2026. Erin McLaughlin, Senior Economist at The Conference Board, discusses the state of US consumer confidence. Ed Mills, Washington Policy Analyst at Raymond James, reacts to Ukrainian President Volodymyr Zelenskiy’s planned talks with President Trump in the days ahead. George Goncalves, Head of US Macro Strategy at MUFG Americas, examines the top risks to markets heading into the new year.

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