This week in the podcast Lori discusses where we are in the earnings cycle, and what it means for stock prices going forward. The big thing you need to know: while 2021 S&P 500 EPS is tracking better than expected, we think expectations for decelerating EPS growth in the back half of 2021 are a major hurdle for the stock market, and help make the case for a short-term pullback, or volatility, in the US equity market in the months ahead.