According to @CNBC, Morgan Stanley identified U.S. stocks with strong positive earnings revisions as earnings season begins, highlighting estimate-momentum as a key screen for potential near-term leadership. Source: CNBC tweet https://twitter.com/CNBC/status/2011144854269513753 Positive earnings revisions reflect rising analyst EPS estimates and are a widely used factor in equity selection models, per MSCI research on earnings revisions indexes. Source: MSCI https://www.msci.com/our-solutions/indexes/earnings-revisions For crypto, stronger equity risk sentiment around upbeat revisions and earnings beats has coincided with higher short-term correlations between BTC and U.S. equities since 2020, according to IMF analysis. Source: IMF https://www.imf.org/en/Blogs/Articles/2022/01/11/crypto-prices-move-more-in-sync-with-stocks Traders can monitor sector beta and implied volatility into results to assess potential spillovers to BTC and ETH via cross-asset risk channels documented during macro shocks, per IMF findings on rising crypto-equity linkages. Source: IMF https://www.imf.org/en/Blogs/Articles/2022/01/11/crypto-prices-move-more-in-sync-with-stocks