Search Results for: forward EPS

Earnings – S&P 500 Forward EPS S&P 500 earnings per share are expected to decline. Image: Alpine Macro

S&P 500 Valuation Matrix (12-Month Forward EPS and P/E Multiple) Are U.S. stock market investors too optimistic? Image: BofA Global Investment Strategy

S&P 500 Median Forward EPS Drawdowns The risk to U.S. equities remains earnings, as an earnings recession is not priced in. Image: Morgan Stanley Research

S&P 500 12-Month Forward EPS Growth and Federal Funds Rate Should investors expect an earnings recession with the current rate hike cycle? Image: Alpine Macro

MSCI EMU 12-Month Forward EPS Earnings estimates are revised significantly downward during recessions. Image: Gavekal, Macrobond

S&P 500 12-Month Forward EPS and Stock-to-Bond Ratio Will the S&P 500 continue to fall as earnings growth slows? Image: Alpine Macro

S&P 500 12-Month Forward EPS and Chicago Business Barometer Will S&P 500 EPS growth decelerate sharply? Image: Alpine Macro

Returns – Modelled S&P 500 Based on Change in Forward EPS and YoY Change in Fed Balance Sheet vs. Actual S&P 500 Should investors expect anemic S&P 500 returns through 2024? Image: BofA US Equity & Quant Strategy

S&P 500 Earnings Estimates and Forward EPS Has the peak in earnings growth been reached? Image: Fidelity Investments

S&P 500 Performance vs. Forward EPS The correlation between forward EPS and the S&P 500 performance has been good since May 2020. Image: Deutsche Bank Asset Allocation