Search Results for: consensus

Revision to Consensus S&P 500 EPS Have consensus earnings estimates for 2021 the potential to rise again? Image: BofA US Equity & Quant Strategy

Consensus U.S. 10-Year Bond Yield Forecast The consensus forecast for U.S. 10-year bond yields is 1.9% by year-end. Image: BofA Global Investment Strategy

Sell Side Consensus Indicator The Sell Side Indicator remains barely neutral, suggesting low returns over the next 12 months for the S&P 500. time. This indicator suggests a target for the S&P 500 of 3,258 over the next 12 months. Image: BofA US Equity and Quant Strategy

Global EPS Model vs. Consensus EPS Global EPS growth is expected to decelerate sharply to 9% by November 2021. Image: BofA Global Investment Strategy

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 months. Image: Morgan Stanley Research

Long-Term S&P 500 EPS Growth Consensus Estimates Long-term S&P 500 EPS forecasts are at multi-decade highs. Image: BofA Global Investment Strategy

Oil Prices and Consensus Capex Could oil capex cuts lead to supply disruptions? Image: Morgan Stanley Research

Distribution of S&P 500 Sector Consensus 2022 Effective Tax Rates Investors should not fear a global minimum corporate tax rate of 15%. Image: Goldman Sachs Global Investment Research

Estimated Impact on Consensus 2022 EPS of Global 15% Minimum Tax Rate Wall Street should not fear a global minimum corporate tax rate of 15%. Image: Goldman Sachs Global Investment Research

Tech – S&P 500 Consensus 2021 Sales Growth vs. 2019 by Sector Will tech benefit from a permanent shift in behavior from the pandemic? Image: BofA US Equity & Quant Strategy