XJO - Bear Posts only (Factors which might cause the markets to fall), page-12066

"They will revise it again when they get all the data"

Clark, the Factset Q2 -4.1% earnings number is final and "blended" just means weighted according to the S&P500 weightings.

"analysts still expect earnings growth for the second half of 2023"

Some people (like you) think inflation is over and the market is about to go gangbusters. Others (like most of us on this thread) think otherwise. Checkout this chart. Its the oil price heading back up to $90-100 per barrel.