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Summary
- Important earnings season ahead as investors look for signs that we are still in soft landing territory despite persistently strong economic data that’s helping to delay rate cuts.
- Q1 S&P 500 EPS growth expected to come in at 3.2%, the third consecutive quarter of growth.
- Banks on deck this week: investors hoping for improved lending, investment banking conditions, but headwinds still persist.
- Peak weeks for Q1 season run from April 22 to May 10.
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