U.S. Earnings Growth in 2020

U.S. Earnings Growth in 2020 Chart suggesting that U.S. corporate earnings growth should expand into 2020. Image: LPL Financial LLC

Global Earnings Growth

Global Earnings Growth Chart showing that the gap between U.S. earnings growth and non-U.S. earnings growth is narrowing. Image: Fidelity Investments

S&P 500 Earnings Growth

S&P 500 Earnings Growth S&P 500 EPS growth could turn negative amid the trade war. Image: Morgan Stanley Research

Earnings Growth and the Fed Cycle

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

S&P 500 Return: Earnings Growth vs. Multiple Expansion

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.” Image: Strategas

U.S. Equities and The World: Earnings Growth vs. Multiple Expansion

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.” Image: Goldman Sachs Global Investment Research

Consensus EPS Growth Expectations

Consensus EPS Growth Expectations Corporate earnings estimates get more optimistic for 2020. Image: Deutsche Bank Asset Allocation

Earnings, Dividends and Valuation

Earnings, Dividends and Valuation Considering earnings growth slowing, dividends and valuation, the U.S. stock market should remain under pressure until Q4 earnings season. Image: Fidelity Investments

Earnings Estimate Progression

Earnings Estimate Progression This chart shows the earnings estimate progression since 2013. For this year, the consensus estimate of EPS growth is currently around 1.9%, and around 9.7% for 2020. Image: Fidelity Investments

Buyback Contribution to EPS Growth

Buyback Contribution to EPS Growth Buybacks constitute a very important part of the earnings payout. Without them, there is no EPS growth. Image: Credit Suisse Research