MBCC TH 14th Jul'26 - "JPM, BAC and IBM - how good (or bad) are these earnings vs. what is priced in?"

It is q2’26 earnings time and consensus is currently projecting ~24% S&P 500 EPS growth for 2026. The bar is high as this means the market is looking for not only strong earnings, but also sustained forward guidance.

The index is holding up yet sector rotation is vicious underneath the hood!

Here is what we expect..