(1) Drilling down to assess TCJA’s impact on S&P 500 sectors’ earnings estimates. (2) Big jump in S&P 500’s NERI, led by Financials sector. (3) Consensus earnings growth higher in 2018 than 2017 for most sectors! (4) Drilling down deeper to the industries showing biggest TCJA earnings spikes. (5) Financials 2018 earnings expectations broadly up in double-digits across all major industries. (6) US Bancorp working on four-minute loans. Do you want fries with that? (7) Fintech is in the Wild West.
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