S&P 500 Earnings Estimates

S&P 500 Earnings Estimates Morgan Stanley predicts that S&P 500 earnings per share will reach $229 in 2024 and $266 in 2025, indicating a promising outlook for growth and profitability. Image: Morgan Stanley Wealth Management

Earnings – S&P 500 LTM EPS Growth YoY

Earnings – S&P 500 LTM EPS Growth YoY Morgan Stanley’s leading earnings indicator suggests a positive outlook for S&P 500 EPS over the next 12 months, indicating a potential increase in profitability. Image: Morgan Stanley Research

U.S. Earnings Revision

U.S. Earnings Revision The earnings revision ratio is showing an improving trend for small and large caps, while it is trending down for the Nasdaq 100. This divergence in earnings revisions could reflect changing market dynamics. Image: BofA US Equity & Quant Strategy

Deviation of Earnings Above/Below Long Term Growth Trend

Deviation of Earnings Above/Below Long Term Growth Trend The current earnings estimates deviate significantly from the long-term growth trend, causing unease among bullish investors who are concerned about the sustainability and justification of these elevated projections. Image: Real Investment Advice

S&P 500 Aggregate Earnings Beat

S&P 500 Aggregate Earnings Beat It is expected that S&P 500 earnings beats in Q1 2024 will align with the historical average, contributing to the overall optimism and investor sentiment in the market. Image: Deutsche Bank Asset Allocation

U.S. Dollar vs. S&P 500 Index Forward Price/Earnings

U.S. Dollar vs. S&P 500 Index Forward Price/Earnings Keeping a close eye on the correlation between the U.S. dollar and S&P 500 valuation multiples is essential, especially considering the potential end of the greenback’s bull market cycle. Image: Morgan Stanley Wealth Management

S&P 500 Earnings Revisions Breadth

S&P 500 Earnings Revisions Breadth S&P 500 earnings revision breadth remains in negative territory, suggesting that there is still a cautious outlook for future earnings of S&P 500 companies. Image: Morgan Stanley Research

Sentiment Scores During Earnings Calls

Sentiment Scores During Earnings Calls U.S. corporate sentiment is improving with falling inflation and the anticipation of lower interest rates, which is a positive development for the U.S. economy. Image: BofA US Equity & Quant Strategy

S&P 500 Earnings Estimates

S&P 500 Earnings Estimates The projected earnings growth for 2024 surpasses historical norms, indicating optimism. However, there are potential risks if these estimates are not realized. Image: Real Investment Advice