Search Results for: S&P 500

S&P 500 Earnings Revisions Breadth vs. S&P 500 YoY Currently, earnings revisions matter more than interest rates for the S&P 500. Image: Morgan Stanley Research

S&P 500 Valuation Multiples S&P 500 valuation multiples remain stretched and well above averages. Image: Goldman Sachs Global Investment Research

S&P 500 Top 5 Stocks’ Weight vs. 1-Year Forward Returns There is no correlation between the top 5 stock’s market cap weight and the S&P 500 forward 1-year total return. Image: Goldman Sachs Global Investment Research

S&P 500 Earnings Estimates Morgan Stanley still expects S&P 500 earnings per share of $227 in 2022 and $245 in 2023. Image: Morgan Stanley Wealth Management

Returns – S&P 500 Index Performance Preceding the First Fed Rate Hike Historically, the S&P 500 tends to do well before the first Fed rate hike. Image: True Insights

Bottom-Up S&P 500 EPS Revision 4Q earnings estimates remained unchanged over the past three months. Will the earnings season drive the S&P 500 down? Image: BofA US Equity & Quant Strategy

S&P 500 Weekly Announced Buybacks Announced buybacks remain high, which is good news for U.S. stocks. Image: Deutsche Bank Asset Allocation

S&P 500 and Manufacturing PMI Morgan Stanley expects lower U.S. equity prices in 1H2022. Image: Morgan Stanley Research

Percent of Time the S&P 500 Has Risen during Economic Expansions Economic expansions tend to be bullish for the S&P 500. Image: Truist

Valuations – Top 15% Most Expensive Stocks / S&P 500 Last year has been challenging for the top 15% most expensive stocks. Image: Morgan Stanley Research