Forex Signals Feb 26: Berkshire, SQM, Frontline and Pearson Earnings Preview

Berkshire Hathaway Inc., Sociedad Química y Minera de Chile S.A., Frontline plc and Pearson plc headline today’s earnings calendar...

Mega-Cap Insurance Meets Commodities and Shipping: Earnings to Watch Today

Quick overview

  • Berkshire Hathaway, Sociedad Química y Minera de Chile, Frontline, and Pearson are key companies reporting earnings today across various sectors.
  • Nvidia's earnings exceeded expectations but led to a 5% drop in shares, reflecting investor concerns in the AI sector.
  • The oil market remains unaffected by positive news regarding Iran, with geopolitical factors influencing market sentiment.
  • Forex markets experienced volatility, with gold prices fluctuating significantly and Bitcoin showing a rebound after recent declines.

Berkshire Hathaway Inc., Sociedad Química y Minera de Chile S.A., Frontline plc and Pearson plc headline today’s earnings calendar, spanning insurance, lithium, shipping and education.

Following the Nvidia’s earnings and Middle East nuclear talks, all eyes were on Nvidia and Iran on Thursday. Even though the earnings figures were significantly better than expected, it made no difference because shares opened flat and plummeted 5%. This performance is similar to that of the previous quarter and indicates that investors in AI are searching for ways out.

The oil market didn’t reflect the encouraging news about Iran, which was referenced by Iranian authorities, Oman’s mediators, and anonymous US officials. The fact that the White House hasn’t responded is probably a major factor. On Friday, Trump will meet with senior advisors for a debriefing and strategic discussions about Iran.

The Nasdaq was driven down by the selloff in Nvidia shares, but the S&P 500 saw more advances than declines because the losers were concentrated in chip names and megacap technology. The day saw a gain for the Russell 2000, which put FX in a difficult position. There was some flight into USD during the height of the equity selling, but it eventually reversed.

AUD/SUD fell to 0.7070 twice over that period, but it recovered above 0.7100 each time and is expected to end there. Today, Cable was struck extremely severely, falling to 1.3446 before rising by 40 pips. It appears that the market is anticipating rate decreases. Gold prices were steady with a slight bid despite the Iran news while bitcoin fell to $67,400, giving back a decent sized chunk of yesterday’s big pop.

Key Market Events to Watch Thursday

Today’s earnings slate covers a wide spectrum of global economic exposure — from U.S. insurance and capital markets (Berkshire), to lithium and EV demand (SQM), global oil shipping cycles (Frontline), and digital education trends (Pearson).

The most influential report will likely be Berkshire Hathaway, given its size and macro signaling power. However, commodity pricing commentary from SQM and freight-rate insights from Frontline could also shape sector-specific sentiment. Overall, guidance for 2026 will matter more than backward-looking results as investors remain highly sensitive to capital allocation, demand visibility and margin sustainability.

🏢 Berkshire Hathaway (BRK)

  • Market Cap: ~$1.07 trillion
  • Reporting Period: December 2025
  • Expected EPS: $5.19
  • Previous EPS: $6.73

Key Focus Areas:

  • Insurance underwriting margins and reinsurance trends
  • Investment portfolio performance amid market volatility
  • Cash deployment strategy and share buybacks
  • Commentary on macro conditions and U.S. consumer resilience

With BRK being a bellwether for the broader U.S. economy, investors will closely monitor capital allocation signals and any shifts in defensive positioning.

🧪 SQM (Sociedad Química y Minera de Chile) – Q4 2025 (AMC)

  • Expected EPS: $0.80
  • Market Cap: ~$22.27 billion

Key Focus Areas:

  • Lithium pricing trends and contract renewals
  • Volume growth vs. price compression
  • Cost discipline amid volatile EV demand
  • 2026 production guidance

SQM remains highly sensitive to global EV adoption rates and China demand dynamics. Any stabilization in lithium prices could materially impact forward earnings visibility.

🚢 Frontline plc (FRO) – Q4 2025 (BMO)

  • Expected EPS: $1.11
  • Market Cap: ~$8.3 billion

Key Focus Areas:

  • Tanker spot rates and charter renewals
  • Impact of geopolitical shipping disruptions
  • Cash flow generation and dividend outlook
  • Fleet utilization and expansion plans

Shipping equities remain leveraged to oil trade flows and freight volatility, making guidance particularly important.

📚 Pearson plc (PSO) – H2 2025 (TNS)

  • Market Cap: ~$8.27 billion

Key Focus Areas:

  • Digital learning platform growth
  • Subscription revenue stability
  • Margin expansion from cost efficiencies
  • 2026 revenue guidance

Investors will assess whether Pearson’s digital transformation continues to offset traditional publishing headwinds.

Forex Signals Update

Last week, markets were quite volatile again, with gold soaring to $4,550 and then retreating but finding support at $4,300. EUR/USD climbed above 1.18 while main indices closed the week higher at new records. The moves weren’t too big though, and we opened 35 trading signals in total, finishing the week with 28 winning signals and 9 losing ones.

Gold Resumes the March Again

Although demand for safe haven assets is still high, gold fell precipitously from record highs following the Fed’s most recent rate cut comments, as profit-taking was prompted by Powell’s cautious tone. In December, gold jumped above $4.3800 following the Federal Reserve’s announcement of a 25 basis point rate decrease. But the impetus soon waned, and prices dropped back to $4,004. The 20 daily SMA (gray) held as support last week and buyers returned and pushed XAU above the $5,000 mark for the first time, printing a fresh record high at $5,598 before retreating below $5,000. But buyers returned and XAU climbed above $5,000 again.Chart XAUUSD, D1, 2026.02.27 00:21 UTC, MetaQuotes Ltd., MetaTrader 5, Demo

XAU/USD – Daily Chart

USD/JPY Returns Back Down

Foreign exchange markets saw sharp swings. Early in the week, U.S. yield differentials and Japanese capital outflows pushed the dollar above ¥150, but disappointing U.S. jobs data triggered profit-taking, causing the USD/JPY to slide by four yen from its peak. However, the new BOJ governor the JPY has weakened and USD/JPY soared to 154 and we decided to close our buy signal for more than 80 pips as the pair found support at the 20 daily SMA (gray) and has rebounded more than 200 pips off that MA but reversed after the 25 bps rate cut from the FED. The price approached $160 but reversed after the BOJ meeting and fell 8 cents but found support at $152 at the 100 daily SMA (red) and rebounded above 156 but have reversed down again this week after the Japanese elections.Chart USDJPY, D1, 2026.02.20 18:56 UTC, MetaQuotes Ltd., MetaTrader 5, Demo

USD/JPY – Daily Chart

Cryptocurrency Update

Bitcoin Returns to $70K

Cryptocurrencies remained highly active over the summer. Bitcoin (BTC) climbed to fresh highs of $123,000 and $124,000 in July and August, supported by institutional inflows and technical strength. However, remarks from Treasury Secretary Scott Bessent ruling out U.S. increases to BTC reserves triggered a steep pullback, sending the coin down to $80K before finding support at the 100 weekly SMA (green). A rebound followed, sending BTC near $100 is the first major text for Bitcoin buyers. However BTC returned lower and fell below $80K, breaking below the but the 100 weekly SMA (green) but the decline stopped at the $60K support where the 200 weekly SMA (purple) stands and rebounded to $70K.

BTC/USD – Weekly Chart

Ethereum Slips Below $2,000

Ethereum (ETH) has been similarly strong, surging toward $4,800, its highest since 2021 and near its all-time peak of $4,860. Despite a dip last week, ETH found support at the 20-day SMA, with retail enthusiasm and renewed institutional participation driving fresh upside momentum. Last week we saw a dive below $2,000 but buyers returned n d pushed the price above $2K again.

ETH/USD – Weekly Chart

ABOUT THE AUTHOR See More
Skerdian Meta
Lead Analyst
Skerdian Meta Lead Analyst. Skerdian is a professional Forex trader and a market analyst. He has been actively engaged in market analysis for the past 11 years. Before becoming our head analyst, Skerdian served as a trader and market analyst in Saxo Bank's local branch, Aksioner. Skerdian specialized in experimenting with developing models and hands-on trading. Skerdian has a masters degree in finance and investment.

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