There's clear sector bifurcation in earnings, says Barclays' Venu Krishna

With twothirds of the S&P having reported, our next guest says the breath and depth of EPS surprise has been strong and that EPS growth is better than average. So what does it all mean for this year's rally. Well, joining me now is Vinu Krishna, head of US equity strategy at Barclays.Vinu, it's great to have you on. And let's start right there. What what does a stronger than expected earning season so far indicate for stocks that are trading just a little bit off of record highs.I think the outlook is good ...