Search Results for: forward EPS

S&P 500 Forward EPS vs. S&P 500 Is there further downside ahead for the S&P 500, as an earnings recession is not priced into U.S. equities? Image: Morgan Stanley Research

S&P 500 Forward EPS vs. Fed Funds Rate When forward EPS growth goes negative, the Federal Reserve typically does not hike rates. Image: Morgan Stanley Research

Earnings – S&P 500 Forward EPS Will 12-month forward EPS start to rise in H2 2023? Image: Alpine Macro

S&P 500 Forward EPS vs. U.S. Unemployment Rate Weakness in S&P 500 earnings is a potential indicator of a higher U.S. unemployment rate. Image: Morgan Stanley Research

FMS Investors – Net % Say Corporate Earnings Will Improve vs. S&P 500 Consensus Forward EPS Will analysts continue to lower S&P 500 earnings estimates? Image: BofA Global Fund Manager Survey

S&P 500 Valuation Matrix (12-Month Forward EPS and P/E Multiple) Will U.S. stocks continue to fall if earnings estimates are too optimistic? Image: BofA Global Investment Strategy

Philly Fed Future Nominal Orders vs. S&P 500 12-Months Forward EPS (Leading Indicator) A severe contraction in earnings growth should hurt U.S. stocks in 2023. Image: Nordea and Macrobond

Daily % Change in S&P 500 Forward EPS Has the S&P 500 more room to fall as inflation hits earnings? Image: Morgan Stanley Research

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