Hurricane-impacted Insurers are detracting -2.8% from aggregate S&P 500EPS growth. This is partially offset by easy comps in Energy which areadding 1.9% to the overall result.。    Early reports from Banks have been quite robust as loan growth strengthand lower than expected costs more than offset weaker trading activity.。    34companies (10.8% of the S&P 500’s market cap) have reported.Earnings are beating by 5.2% and revenues are surprising by 1.1%.。    Expectations are for revenues, earnings, and EPS growth of 4.5%, 3.5%,and 4.8%, respectively. EPS is on pace for 8.3%, assuming a typical beatrate for the remainder of the season.。    Today 14companies representing 4.7% of the S&P 500will report results,including Johnson & Johnson, United Health, IBM, Goldman Sachs, andMorgan Stanley.

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