Earnings expectations are pretty high for second half of the year, strategist explains

It's been a wild week for stocks (^DJI,^GSPC, ^IXIC) with investors putting a lot of focus on earnings.
Nicole Inui, Head of Equity Strategy for the Americas at HSBC, tells Yahoo Finance that "earnings have come in, actually, much stronger than expected." Inui notes that "when we see companies reporting earnings, it's not so much what they're reporting in the quarter, but what they are saying for the second half of the year."
Watch the video above to hear why Inui thinks companies will likely be able to deliver on high earnings expectations as the year progresses.
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