Search Results for: earnings growth

Earnings Growth and the Fed Cycle Analysts remain optimistic on 2020. This chart shows the expected earnings growth over the next 12 months. Picture source: Fidelity Investments

S&P 500 Return: Earnings Growth vs. Multiple Expansion Since the beginning of the year, the multiple expansion explains the S&P 500 return. You may also like “U.S. Equities and The World: Earnings Growth vs. Multiple Expansion.” Picture source: Strategas

U.S. Equities and The World: Earnings Growth vs. Multiple Expansion Since the 2009 low, the strong performance of the U.S. markets comes from earnings growth (73%) and multiple expansion (27%). You may also like “S&P 500 Return: Earnings Growth vs. Multiple Expansion.” Picture source: Goldman Sachs Global Investment Research

A Look at Earnings Growth around the World Earnings growth are slowing, but global activity should improve in the second-half of the year. Picture source: Fidelity Investments

Earnings, Dividends and Valuation Considering earnings growth, dividends and valuation, the U.S. stock market should remain under pressure until Q3 earnings season. Picture source: Fidelity Investments

S&P 500 Index – Earnings & Valuation The S&P 500 valuation is high relative to history and the earnings growth estimate has fallen to +3.7% for 2019. You may also like our “Stock Market Valuation.” Picture source: Fidelity Investments

Earnings Estimate Progression This chart shows the earnings estimate progression since 2013. For this year, the consensus estimate of EPS growth is currently around 4%. Picture source: Fidelity Investments

EPS Growth This Cycle This chart shows the exceptional earnings growth in the technology sector over this business cycle. Picture source: KKR Global Macro

What’s The Risk Of An Earnings Recession in 2019? Maybe Less Than You May Think US-China trade uncertainty is the enemy of growth, and the impact of tariffs will weigh on corporate profits. But it looks like we’ll avert an earnings recession in 2019 if a trade deal with China is reached this summer. Picture…