Final quarter earnings look so far so good with 62% of companies reporting positive earnings surprises, according to Factset but the fine cracks of this recovery can be seen when the spotlight is shone on the drop in Q1 earnings growth for the first month of the first quarter. With more good surprises than bad ones coming for Q4 earnings, it is the drop in Q1 earnings growth that is the red-herring of a relatively okay earning quarter...
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