Third-quarter earnings could be among the strongest of this century, but even that may not be enough for investors. We estimate that underlying S&P 500 earnings could rise roughly 32% from a year ago, modestly faster than last quarter after stripping out unusually large investment gains and tariff refunds. Reported growth may be lower than last quarter’s roughly 50% surge, but the quality of that growth should improve.
Market Pulse: Beyond the Beat
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October 7, 2026
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Dan Suzuki, Sonali Basak and iCapital Investment Strategy Group
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icapital-network