GOLDMAN: America's biggest companies are obsessed with these 3 themes right now

Shannon Stapleton/Reuters Roughly 93% of all the companies in the S&P 500 hadreported their first-quarter earnings by Friday. After combing through earnings calls, three big themes stood out toDavid Kostin, Goldman Sachs'chief US equity strategist: economic growth, regulation, and wage growth. The first two of these themes largely tie to the economic agenda of President Donald Trump's administration. But mentions of one theme suddenly dimmed on theradar compared to the peak of election season in...