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![TimmerFidelity Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2918307101.png) Jurrien Timmer [@TimmerFidelity](/creator/twitter/TimmerFidelity) on x 202K followers
Created: 2025-07-15 17:32:54 UTC

Q2 earnings season starts this week and based on the estimate markdowns in April and May, followed by improving financial conditions and a weaker dollar, my hunch is that earnings will surprise to the upside. The last few quarters produced a bounce of at least XXX bps, so we’ll see if that pattern repeats.

![](https://pbs.twimg.com/media/Gv6mHiWWEAEYbaV.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945174748448575488/c:line.svg)

**Related Topics**
[money](/topic/money)

[Post Link](https://x.com/TimmerFidelity/status/1945174748448575488)