Search Results for: global earnings

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

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

Earnings Sentiment (Analyst Upgrades Minus Downgrades Across Markets) While there are pockets of optimism regarding earnings growth, earnings sentiment in the S&P 500 is on a downward trend. Image: Goldman Sachs Global Investment Research

Earnings Growth While mega-cap tech companies are expected to retain their market dominance, their earnings per share growth may slow down, potentially narrowing the gap between their EPS growth and that of other S&P 500 companies. Image: Goldman Sachs Global Investment Research

Percentage Contribution of Returns Between Dividends, Earnings and Valuation While multiple expansion has played an important role in boosting S&P 500 returns, future performance may depend more on earnings growth. Image: Goldman Sachs Global Investment Research