I don't think there's going to be a lot of surprises in the quarter.

GE gets lumped into that, given their complexity and size. Everyone's attacking steady growth and getting suspicious.

They had strong sales in consumer and construction, which more than offset lagging agricultural sales. Their end markets are turning favorable as the non-residential construction market rebounds.

I think it's a decent quarter, but that's going to be offset by some of the cautionary statements the company made for the rest of the year.

More people are becoming more comfortable with the earnings outlook.