When it comes to stock market movements, earnings are the ultimate driver.The second-quarter earnings season unofficially kicks off this week. Early reports have already begun to trickle in, with the focus now turning to the major bank results on Friday.The setup heading into the season is favorable; S&P 500 earnings are projected to grow 8.6% from the year-ago period on 4.7% higher revenues. That would mark the highest EPS growth rate in about two years. The theme of accelerating earnings growth and contin ...