Equity Research
William Blair research analysts Cris Kennedy and Andrew Jeffrey were quoted in Reuters following Visa’s first quarter 2026 earnings call.
“Second quarter 2026 results will remind the market that Visa is a global fintech juggernaut with many ways to drive revenue ahead of volume and transaction growth,” Kennedy and Jeffrey wrote in a note to investors that was cited by the publication.
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As geopolitical tensions persist and inflation concerns resurface, equity markets remain resilient while bond markets signal a more cautious outlook. Richard de Chazal unpacks what’s driving this divergence, the durability of the U.S. consumer, and why quality may be coming back into focus.
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