Second quarter earnings from major companies are continuing to pile in this week, from Alphabet (GOOG, GOOGL) and Tesla (TSLA) to UPS (UPS), as investors watch closely to gain insight into potential market moves. With uncertainty around the elections and the market pricing in an interest rate cut from the Federal Reserve, what should investors look out for from these earnings and where to expect growth?

J.P. Morgan Private Bank US Equity Strategist Abby Yoder joins Morning Brief to give insight into earnings season forecasts and their potential impact on the broader market (^DJI, ^IXIC, ^GSPC).

Yoder explains the current market trends are and what market want to see out of earnings results: "I think the consumer is slowing, right? And I think what we saw through retail sales was that it's slowing, but it's still healthy. Like we're starting to see 2Q GDP expectations revised higher above that 2% let's call it trend growth rate. And I think what we need right now is not necessarily from all of these names to beat and raise — we need them to beat and at least maintain."

She follows that up with: "Right now earnings growth expectations for the market are around 9, 9.5%. We would imagine you start to see... a beat rate of around 5 to 7% for the market, getting you to around 10 to 11% earnings growth for the quarter."

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This post was written by Nicholas Jacobino