Earnings season is heating up — and the numbers are stronger than they look. 📊

So far, only about 9% of S&P 500 companies have reported Q3 results, but 84% are beating EPS estimates.

The bigger story is growth:

Q3 S&P 500 earnings are currently tracking around +29% YoY, which would mark a third straight quarter above 25%.

Tech, energy and communication services are doing a lot of the heavy lifting.

And among the Magnificent 7, NVIDIA and Meta are expected to drive most of the group’s earnings growth this quarter.

Simple question:

Are strong earnings enough to keep risk assets moving higher?

$NVDAB
$LLYB
$XRPT.ETF


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