
The Long View
@HayekAndKeynesQ1 earnings growth is now expected at +12.9% y/y, double what was expected entering earnings season
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Q1 earnings growth is now expected at +12.9% y/y, double what was expected entering earnings season
EPS growth is tracking above what was expected at the start of the earnings season (12% vs. 6%) primarily driven by positive margin surprises. https://t.co/e7AMo4Q62S
S&P 500 earnings are tracking 12.5% growth this quarter—double what was expected. https://t.co/fmDxBnfSJ5