Soft Labor Data Meets Solid Earnings: The Bullish Setup for the Market

Q3 earnings season begins with big banks reporting on October 13th, with S&P 500 earnings expected to grow 24.6% year-over-year on 11.6% higher revenues. This marks the 8th consecutive quarter of double-digit earnings growth, with 15 of 16 sectors showing positive growth. Tech, Energy, and Aerospace lead with exceptional growth rates, while positive earnings revisions continue to broaden across sectors.