- "We expect 2Q earnings will positively surprise relative to consensus expectations. However, investors are more worried about the trajectory of US economic growth in 2H 2010 and the possibility of a double dip recession in 2011. Our S&P 500 EPS forecasts of $78 in 2010 and $93 in 2011 imply 4% negative revision potential to consensus estimates."
GoldmanSachs US Equity Views 20100716
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