Mad Money host Jim Cramer warned investors that companies may not deliver the strong results investors have grown accustomed to this earnings season. Cramer linked the potentially more difficult conditions to rising borrowing costs and the Federal Reserve's determination to reduce inflation. However, FactSet data shows analysts expect 29.5% year-over-year earnings growth for the S&P 500 in the third quarter. JPMorgan, Wells Fargo, Citigroup and Goldman Sachs are scheduled to report September-quarter results on October 14. New York Fed President John Williams will speak on Tuesday after weak September payroll data.