all through the pandemic era buying stocks when corporate america delivers its quarterly reporting card has been a reliable winning trade but the streak may be coming to a close while secondquarter profits may look robust when banks start reporting on july 13 the forecast earnings increase of 64 for all firms in the sp 500 index probably marks the pinnacle of this expansion cycle that’s adding to concerns that everything that has bolstered this 15month bull market from an economic boom to massive policy support is poised to lose steam