Economic Composite Index vs. S&P 500 EPS YoY % Change U.S. economic activity is highly correlated with S&P 500 earnings growth. Should U.S. equity investors be worried? Image: Real Investment Advice
Progression of Bottom-Up Consensus S&P 500 EPS Estimates Consensus earnings estimates are likely too elevated. Image: Goldman Sachs Global Investment Research
S&P 500 EPS and Index Level Forecasts Goldman Sachs cuts its S&P 500 price target to 4,300 by the end of 2022. Image: Goldman Sachs Global Investment Research
ISM Manufacturing Index vs. S&P 500 EPS Annual % Change U.S. economic activity is highly correlated with S&P 500 earnings growth. Is it time to worry? Image: Real Investment Advice
S&P 500 EPS Growth Estimates S&P 500 earnings growth is expected to accelerate in the second half of 2022. Image: Goldman Sachs Global Investment Research
S&P 500 EPS Growth: 12-Month Leading Indicator Should investors be worried about S&P 500 EPS growth? Image: KKR Global Macro
S&P 500 EPS Growth and Price Performance 2021 will be remembered as a year of strong earnings growth and S&P500 returns. Image: Richardson Wealth
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
Earnings – S&P 500 EPS Growth Forecasts vs. Consensus Goldman Sachs expects S&P 500 earnings per share of $226 in 2022. Image: Goldman Sachs Global Investment Research
Yield Gap – S&P 500 EPS Yield vs. U.S. 10-Year Treasury Yield Relative U.S. equity valuations are still attractive vs. history. Image: Goldman Sachs Global Investment Research