Included in the report is a study on historical seasonal patterns in relation to Q2 earnings season and sector performance. Some highlights from the report: From S&P 500 companies, analysts expect some deceleration in Q2 2017 revenue and EPS growth compared to Q1 2017. Average gains during Q2 earnings seasons have been fairly muted since 2000. The market has had a very long rally already (including fresh new highs this week) without a 5%+ correction. Leading long-term sectors, Technology and Health Care, expect better growth than the S&P 500, and we expect these two to continue to perform, which should help the market. Also, two other key sectors, Financials and Energy, expect among the best EPS growth.
