MNI QUARTERLY US EARNINGS SCHEDULE - Big Banks Up First

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Executive Summary:

• Financials, as usual, are the early focus for quarterly earnings season, with most major Wall Street names set to report. 7.4% of the index are set to report in the coming week, but most Magnificent Seven constituents aren’t due until toward the end of October. 50% of the index will have reported by October 29th.
• This quarter’s earnings will be the first to fully reflect the signs of passthrough of tariffs, making those with high exposure to international trade a particular focus.
• The S&P 500 is expected to post earnings growth of 8-10%, making for nine consecutive quarters of Y/Y EPS growth.