Search Results for: earnings

Earnings Sentiment – S&P 500, STOXX 600, Topix, MSCI EM, MSCI World Earnings sentiment is on the rise. Image: Goldman Sachs Global Investment Research

Estimated S&P 500 2022 Earnings Impact Based on 25% Tax Rate Have markets priced in Biden’s tax hikes? Image: BofA US Equity & Quant Strategy

Earnings – Corporate Guidance Companies now have better visibility on earnings. Image: BofA US Equity & Quant Strategy

Earnings – S&P 500 YoY Operating EPS Growth Are earnings too good to ignore? Image: J.P. Morgan Asset Management

Inflation Mentions on Earnings Calls Companies’ mentions of “inflation” skyrocketed recently, which could suggest a strong rebound in inflation. Image: Morgan Stanley Wealth Management

Earnings of Tech Companies Earnings of tech companies continue to grow much faster than the rest of the market. Image: Goldman Sachs Global Investment Research

S&P 500 Earnings Estimates Through 2022 Morgan Stanley expects S&P 500 earnings to rebound to $175 in 2021 and $193 in 2022. Image: Morgan Stanley Research

Valuation – Shiller’s Cyclically-Adjusted Price-To-Earnings (CAPE) Ratio Historically, U.S. stock market crashes have tended to follow liquidity-fueled booms. Image: Financial Times

Earnings Growth – S&P 500 Historical Operating and Normalized EPS The U.S. stock market needs earnings growth to rise in 2021 and 2022 as the global economy recovers. Image: BofA US Equity & Quant Strategy

YoY Change in S&P 500 Companies’ Mentions of “Inflation” Per Earnings Call vs. CPI YoY Should investors expect a strong rebound in inflation? Image: BofA Global Research