'Too Conservative': Goldman Trader Sees All Eyes Squarely On Bank Earnings This Week

The S&P 500 has beaten quarterly YoY consensus expectations every single quarter since Q1 of 2023.

Consensus estimates show S&P 500 EPS growth of 7% YoY in 4Q, but top Goldman Sachs trader John Flood says those are "once again, too conservative" as estimates are likely too low again this quarter.