Search Results for: global EPS

Global EPS Model vs. Consensus EPS BofA indicates a trend of slowing growth in its global earnings per share model, reflecting a shift toward a more cautious economic outlook. Image: BofA Global Investment Strategy

Global EPS Consensus Forecast Global EPS growth estimates for 2022 are falling. Will global stocks follow? Image: BofA Global Investment Strategy

Global EPS – Global Earnings Growth This chart highlights the strong recovery in global earnings growth. Image: Fidelity Investments

Global EPS Growth and South Korean Exports Chart suggesting that growth in South Korean exports can help forecast global EPS growth over the next 12 months. Image: BofA Global Investment Strategy

Global Profit Cycle – South Korea Exports and Global EPS Chart showing the correlation between South Korea exports and global EPS. Image: BofA Global Investment Strategy

Global Composite PMI and EPS Growth The Global Composite PMI serves as a leading indicator for EPS growth, with its trends providing insights into future corporate earnings performance. Image: J.P. Morgan

Earnings – Global Manufacturing PMI New Orders vs. World Trailing 12-Month EPS (Leading Indicator) Global manufacturing PMI new orders tend to lead world EPS growth by 12 months. Image: BofA Global Research

Estimated Impact on Consensus 2022 EPS of Global 15% Minimum Tax Rate Wall Street should not fear a global minimum corporate tax rate of 15%. Image: Goldman Sachs Global Investment Research

Rolling 10-Year Correlation of Real S&P 500 EPS Growth vs. Real U.S. and Global GDP Growth Real S&P 500 EPS growth tends to be more correlated to global than U.S. GDP growth. Image: BofA US Equity & Quant Strategy

Annualized EPS Growth Across Major Global Equity Markets Goldman Sachs expects that EPS will modestly accelerate to 6% in the U.S. next year. Image: Goldman Sachs Global Investment Research

EPS – GS Top-Down vs. Consensus Bottom-Up Estimates Goldman Sachs is adopting a more cautious stance than the street, expecting S&P 500 EPS to rise 24% in 2026, reaching approximately $340. That is notably below the 31% growth projected by consensus estimates. Image: Goldman Sachs Global Investment Research