As of the end of last week, more than half (55 percent) of companies in the S&P 500 had reported earnings for the third quarter. So, it makes sense to see where we are and what that means for the markets. On the whole, the news is good. But it has to be understood in the context of the recent hurricanes, which—to no one’s surprise—have hammered earnings in the insurance sector. (All of the data here comes from the FactSet Earnings Insight analysis.)

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