So far, 473 of S&P 500 companies have reported third quarter sales and earnings growth of 5.4% and 7.1% respectively. Corporate America has had quite a run. At the close of earnings season, this could mark the fifth consecutive quarter of year-over-year earnings growth. In the video above, Macro analyst Ben Ryan provides earnings context behind why (our favorite S&P 500 sector) Tech stocks (XLK) are up 31% year-to-date. Ryan also previews where we think earnings are headed next.

An Essential Earnings Season Recap - Email graphic   Cyber Monday