Go Time: Stock Talk Update, Friday March 13, 2026

About this episode

Chris Perras provides an update on the current market conditions, discussing headwinds and tailwinds affecting the S&P 500 and drawing comparisons to historical market behavior.

I walk through what’s really happening in the market right now after months of volatility, geopolitical headlines, and sideways movement in the S&P 500. In this update, I revisit the two headwinds and two tailwinds we outlined in our 2026 outlook and explain how rising inflation expectations, volatility tied to the presidential cycle, and a six-month market pause may be setting the stage for the next phase of the bull market. I also break down the latest S&P 500 earnings estimates, historical market behavior, and a fascinating comparison between today’s AI-driven cycle and the late-1990s tech boom. While no market outlook is certain, understanding how earnings growth, sentiment, and historical patterns interact may help investors stay disciplined and focused on long-term planning. Link to FactSet's earnings commentary: https://insight.factset.com/sp-500-earnings-season-update-february-13-2026 About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer: As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our…

People in this episode

Host: Chris Perras

Topics covered

• market update
• S&P 500
• earnings estimates
• inflation expectations
• geopolitical headlines
• AI-driven cycle
• long-term planning

Keywords

• market volatility
• bull market
• earnings growth
• presidential cycle
• tech boom
• investment strategy
• financial planning

Mentioned in this episode

Organizations: Oak Harvest Financial Group

Products: S&P 500, FactSet

Books & works: Stock Talk

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