S&P 500 Earnings and Dividend Growth (S&P 500 EPS and DPS) This chart suggests estimates for earnings and dividend growth this year, highlighting the financial crisis and the Great Depression. Image: Goldman Sachs Global Investment Research
S&P 500 Earnings Yield Less 10-Year U.S. Treasury Yield Goldman Sachs expects the yield gap will narrow to 395 bp by the end of the year. Image: Goldman Sachs Global Investment Research
S&P 500 Earnings Estimates and Forward EPS The U.S. stock market needs earnings growth to rise this year. EPS growth could rebound to 8%. Image: Fidelity Investments
S&P 500 Earnings Growth Forecast Morgan Stanley is cautious and expects S&P 500 earnings growth to be flat this year. Image: Morgan Stanley Research
S&P 500 Earnings Estimates The U.S. stock market needs earnings growth to rise this year. Image: Fidelity Investments
S&P 500 Earnings and Net Buybacks Buybacks have been trending lower over the last two quarters. Deutsche Bank expects buybacks to slow to $625bn in 2020. Image: Deutsche Bank Asset Allocation
S&P 500 Earnings So far, S&P500 earnings are not down dramaticaly as in previous bear markets. Image: Quercus TFI S.A.
S&P 500 Earnings Revisions Breadth and S&P 500 YoY Performance Morgan Stanley points out that S&P performance doesn’t match revisions. Image: Morgan Stanley Research
S&P 500 Earnings Yield vs. 10-Year U.S. Treasury Yield The gap between the S&P 500 earnings yield and the 10-year U.S. Treasury yield is currently relatively high. Image: Goldman Sachs Global Investment Research
S&P 500 Earnings and U.S. Capital Spending This chart shows that U.S. core capital spending is near a 20-year high. Are fears that U.S. companies may be curtailing spending plans overblown? The absence of dividend cuts also suggests that U.S. companies are confident in their future earnings potential. Image: The Leuthold Group