The Q2 earnings season is offering a positive picture, with an above-average number of companies surpassing consensus estimates.More significantly, a stabilizing macroeconomic environment and encouraging management commentary are helping to reverse the prior trend of downward revisions. As a result, the earnings estimates for the second half of the year are beginning to rise once again.For the 117 S&P 500 companies that have already reported Q2 results, total earnings are up 8.3% from the same period last y ...