What challenges are mentioned regarding the convergence of earnings growth lines?
Third-Quarter Earnings Preview: Expectations vs. Reality

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2.
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What are the two macro forces supporting European and US earnings mentioned in the text?
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How do political risks affect the stock market according to the speaker?
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What factors are suggested to be more important than political risks for investors?
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What is the expected earnings growth for 2017 according to the text?
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