Search Results for: global earnings

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. Image: Goldman Sachs Global Investment Research

Global Manufacturing PMI Leads Earnings The chart suggests that Global Manufacturing PMI leads earnings by 9 months. Image: Charles Schwab

Proportion of Companies Beating Earnings Estimates Despite cuts to forecasts, S&P 500 aggregate earnings are beating expectations by the lowest rate since the global financial crisis. Image: Deutsche Bank Asset Allocation

2020 Consensus Earnings Expectations over the Past 12 Months While earnings expectations across the world have been revised downward, the S&P 500 is rising as nations ease lockdowns. Image: Goldman Sachs Global Investment Research

Earnings Sentiment (Analyst Upgrades Minus Downgrades) Earnings sentiment across markets is improving. Image: Goldman Sachs Global Investment Research

Forecast in Corporate Earnings Fiscal support will largely, but not entirely, offset the decline in coporate earnings. Image: Goldman Sachs Global Investment Research

Recession History – Average Trajectory of Earnings Data The market tends to bottom well in advance (15 months on average) before earnings recover. Image: Goldman Sachs Global Investment Research