Bob Elliott
· Nonconsensus
· August 25, 2026 at 10:43
| Read on Substack ↗
Summary
The available excerpt argues that Q2 earnings season was strong, with nearly 30% year-over-year growth even after excluding gains from tech companies' assets. This strength sets a high baseline, meaning markets now face a high bar for continued earnings beats and may be more vulnerable to disappointment.
•Q2 earnings season was described as strong.
•Year-over-year earnings growth was nearly 30% even after excluding gains from assets held by tech companies.
•The article title 'A High Bar Ahead' frames the strong results as raising expectations for future quarters.
•The provided text is cut off mid-sentence ('which with a…'), so additional specifics from the full article are not available in this excerpt.