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S&P 500 Resilient Amid Conflict, Earnings Expected to Rise 20%

3/25/2026

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Summary

Story summary

The S&P 500 is 4% lower than its late February level, signaling resilience amid the ongoing Middle East conflict.
Analysts expect earnings to rise about 20% over next year, driven by a shift to a services-based economy and diverse energy sources.
If oil prices stay high, earnings could drop by 5 percentage points.
U.S. stocks are viewed as a safe haven, but concerns about stagflation persist if the conflict endures.

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Story summary

The S&P 500 is 4% lower than its late February level, signaling resilience amid the ongoing Middle East conflict.
Analysts expect earnings to rise about 20% over next year, driven by a shift to a services-based economy and diverse energy sources.
If oil prices stay high, earnings could drop by 5 percentage points.
U.S. stocks are viewed as a safe haven, but concerns about stagflation persist if the conflict endures.