Key takeaways: Another big beat ahead: A robust macro backdrop should fuel a second straight quarter of 20%+ earnings growth, with tariff refunds helping drive a 7%+ earnings surprise. The last easy beat? Underlying growth is still accelerating once you strip out one-off items, but with macro tailwinds fading in the second half, this may be what peak earnings growth looks like.
Market Pulse: Beware the One-Hit Wonders (Second Quarter Earnings Preview)
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July 10, 2026
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Sonali Basak, Dan Suzuki and Nirali Patel
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icapital-network