S&P consensus earningsgrowth expectations are calling for only 4.4%, given that GDP is expected to grow 3.7%, compared with 7.8% in the first quarter on the back of a 0.7% growth of the economy.
Given overseas economic strngth, a weaker dollar and a share buybacks we are likely to see positive surprises.
2008
political uncertainties
growing economic nationalism
protectionist attituted in the US and Europe
Unfavourable change of taxes
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