Search Results for: consensus

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

Sell Side Consensus Indicator The Sell Side Indicator is barely neutral, suggesting an expected return of +6% 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

Consensus S&P 500 Per Share (EPS) Estimate for 2021 Earnings estimates have risen a lot since the beginning of the year. Image: LPL Financial LLC

S&P 500 Equity Risk Premium – Consensus Bottoms Up Earnings Yield – 10-Year Treasury Yield The S&P 500 Equity Risk Premium remains very low. Image: Morgan Stanley Research

Change in S&P 500 Current Quarter Consensus EPS During The Previous Quarter The largest upgrade to earnings estimates going into any earnings season over the last 10 years occurred in the first quarter of this year. Image: Deutsche Bank Asset Allocation

Goldilocks Consensus (Above-Trend Growth and Below-Trend Inflation) Goldilocks consensus has peaked in January, as only 41% of fund managers expect lower inflation and higher growth. Image: Bloomberg

Long-Term (6-10y) Real Global GDP Growth Forecast from Consensus Economics Long-term (6-10y) real global GDP growth forecast continues to decline. Image: Goldman Sachs Global Investment Research

S&P 500 EPS Beat vs. Consensus Estimate Since 2000 Could the earnings season be the next stock rally? Image: BofA US Equity & Quant Strategy