Search Results for: consensus

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

S&P 500 Equity Risk Premium – Consensus Bottoms Up Earnings Yield – 10-Year Treasury Yield Should investors switch from U.S. stocks to U.S. Treasury bonds? Image: Morgan Stanley Research

Consensus Net Income – S&P 500 vs. S&P 500 ex Energy Have U.S. equities fully priced in the risk of recession? Image: Morgan Stanley Research

Inflation – U.S. CPI Consensus Forecasts Consensus expects U.S. inflation to hit 3.8% in 2023. Image: BofA Global Investment Strategy

U.S. GDP Consensus Forecast Consensus expects US GDP growth to fall to 0.4% in 2023. Image: BofA Global Investment Strategy

Earnings – S&P 500 Consensus EPS Revision Consensus EPS revisions are moving sharply lower, which is not good news. Image: Goldman Sachs Global Investment Research

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

FMS Investors – Net % Say Corporate Earnings Will Improve vs. S&P 500 Consensus Forward EPS Will analysts continue to lower S&P 500 earnings estimates? Image: BofA Global Fund Manager Survey

Change in S&P 500 Current Quarter Consensus EPS During The Previous Quarter Q3 earnings estimates have been cut significantly. Image: Deutsche Bank Asset Allocation

G10 Latest and Consensus Inflation Rates The inflation genie is out of the bottle, but consensus still expects inflation to drop to 2% by 2024. Image: BofA Global Research