Will Trade Winds Blow Away Earnings?

(1) Q1 earnings tick up y/y. (2) Q2 earnings consensus showing y/y downtick. (3) Escalating trade war starting to weigh on revenues? (4) Forward earnings moving higher. (5) Forward profit margin bottoming at 12%? (6) Boom-Bust Barometer drops along with CRB commodity index. (7) Earnings growth momentum due for a rebound. (8) Still expecting a peace dividend by the end of the summer. (9) Our new comprehensive study on buybacks. (10) Counting shares for the S&P 500 since Q1-2011. (11) Powell’s unalarming speech on corporate debt.