Weekly Market Recap – April 20, 2026

Equity analysts usually start the year grumpy from the holiday hangover. Over the past 15 years, they’ve revised their EPS estimates down by an average of 2% between January and April. But, as this week’s chart shows, 2026 is a different story. Despite amore challenging macro backdrop, analysts have reversed course and revised their estimates up by 4%. AI, not an early bedtime, is behind this newfound optimism.