Salient to Investors:

David Sowerby at Loomis Sayles said earnings continue to surprise on the upside, plus a slight improvement in manufacturing.

71 percent of S&P 500 companies beaten analysts’ quarterly estimates.

Darrell Cronk at Wells Fargo Private Bank said the consumer is showing he is willing to jump back in and seek out a job.

Thomas J. Lee at JPMorgan Chase said stocks have on average rallied 3 percent in the two months following Election Day after the last 5 tight races, while the equity market gains even more if the challenger wins.

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