Q1 will blow-out the blow-out expectations. Then what?

The Market Ear Picture

Will the real consensus number please stand up?

Perhaps the most important question for equities in the coming weeks is what the "real consensus" is into Q1 numbers.

DataTrek: "The Street is looking for 24.5 percent S&P 500 earnings growth in Q1 2021 versus Q1 2020, but the market likely has its eyes set on something closer to 30-35 percent growth. Here’s why: