Earnings Growth While mega-cap tech companies are likely to maintain their market dominance, their EPS growth may decelerate. This could potentially narrow the EPS growth gap between these tech giants and the median S&P 500 companies. Image: Goldman Sachs Global Investment Research
U.S. Job Openings vs. U.S. Implied Earnings Growth The decline in U.S. job openings may not bode well for earnings growth. Image: Morgan Stanley Wealth Management
S&P 500 Price and Earnings Growth Estimates Should investors stay underweight U.S. stocks as risks of monetary policy overtightening are increasing? Image: BlackRock Investment Institute
S&P 500 Earnings Growth Positive earnings growth continues to support the U.S. stock market. Image: Deutsche Bank Asset Allocation
Philadelphia Fed Survey vs. S&P 500 Earnings Growth Rate The bear market bottom is probably not yet in as the Philly Fed survey suggests an earnings recession is highly likely. Image: Real Investment Advice
S&P 500 YoY Earnings Growth S&P 500 earnings growth looks poised to slow this year. Image: Morgan Stanley Wealth Management
GDP Growth vs. S&P 500 Revenue and Earnings Growth Economic growth tends to drive earnings and revenue growth over the long haul. Image: BCA Research
Earnings Growth for U.S. IG Issuers Earnings growth has peaked. Can U.S. stocks continue do well? Image: BofA Global Research
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
Global EPS – Global Earnings Growth This chart highlights the strong recovery in global earnings growth. Image: Fidelity Investments
S&P 500 2020 Earnings Growth Estimates The estimated decline in earnings for the S&P 500 could mark the second largest year-over-year decline in earnings since 2009. Image: J.P. Morgan