(CNBC) Everyone knew earnings were going to be good, but this is really good. “There’s evidence every day that growth is clearly improving around the world, today from the US to Australia,” Ed Hyman, chairman and head of the economic research team at Evercore ISI, said in a note to clients. You can see it in a string of recent economic reports. Everything is stronger than consensus estimate.
So far in earnings season, companies are reporting numbers way above what Wall Street expected
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