Search Results for: consensus

Sell Side Consensus Indicator The Sell Side Indicator remains neutral. time. Image: BofA US Equity and Quant Strategy

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 Bottom-Up Consensus EPS Estimates Negative earnings revisions could put pressure on the S&P 500. Image: Goldman Sachs Global Investment Research

S&P 500 Equity Risk Premium – Consensus Bottoms Up Earnings Yield – 10-Year Treasury Yield The S&P 500 Equity Risk Premium has increased over the last few weeks. Image: Morgan Stanley Research

Sentiment – U.S. 10-Year Treasury Bond Yield and Consensus Bulls Should investors remain bullish on U.S. Treasuries? Image: Topdown Charts

Evolution of Earnings Consensus Will U.S. stocks continue do well? Image: Deutsche Bank Asset Allocation

Global EPS Model vs. Consensus EPS Global EPS growth is expected to decelerate sharply. Image: BofA Global Investment Strategy

S&P 500 Consensus NTM EPS Estimates vs. S&P 500 Price NTM EPS estimates tend to drive stocks, but stocks have diverged since the beginning of the year. Image: Morgan Stanley Research

U.S. GDP Consensus Forecast Consensus expects U.S. GDP growth to slow this year. Image: BofA Global Investment Strategy

MSCI U.S. EPS Consensus Growth Estimates U.S. EPS consensus growth estimates remain 8.3% for 2022. Image: BofA Global Investment Strategy