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Why convention could be good for stocks, even after Trump surprises Wall Street

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The Republican convention kicked off with its first big market surprise — Donald Trump wants to break up the big banks.

More surprises could be ahead at the convention, which runs through Thursday in Cleveland. In the meantime, Wall Street is bracing for dozens of earnings reports Tuesday, including Goldman Sachs, which investors hope to see beat profit expectations just like major banks JPMorgan Chase, Citigroup and Bank of America have done in the last several days.

Strategists have been hoping this GOP convention would help clarify some of Trump's policy positions, which have been murky so far.