Global Earnings Revision Ratio
Global Earnings Revision Ratio The global earnings revision ratio is still improving. Image: BofA Global Quantitative Strategy
Global Earnings Revision Ratio The global earnings revision ratio is still improving. Image: BofA Global Quantitative Strategy
Global EPS – Global Earnings Growth This chart highlights the strong recovery in global earnings growth. Image: Fidelity Investments
Global Earnings Growth Chart showing that the gap between U.S. earnings growth and non-U.S. earnings growth is narrowing. Image: Fidelity Investments
Semiconductor Sales vs. Global Earnings per Share The chart shows that semiconductor sales suggest a collapse in corporate earnings. Image: Jeroen Blokland
Global Earnings since 2006 This chart shows global earnings since 2006 (USA, Emerging Markets, Japan and Europe). As Warren Buffett said: “for 240 years, it’s been a terrible mistake to bet against America.” This chart below illustrates it well since 2006. You may also like “Earnings Matter, Over the Long Run.” Source: J.P. Morgan Asset Management
World Technology Earnings vs. Global Market World technology earnings have surpassed those of the global market, with the tech sector’s significant growth and innovation driving this trend. Image: Goldman Sachs Global Investment Research
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
Global Nonfinancial Equities – Earnings-Per-Share Growth and Capex Growth A recovery in global capex growth is expected in 2021. Image: Morgan Stanley Wealth Management
Global Manufacturing PMI Leads Earnings The chart suggests that Global Manufacturing PMI leads earnings by 9 months. Image: Charles Schwab
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