Earnings – S&P 500 LTM EPS Growth YoY

Earnings – S&P 500 LTM EPS Growth YoY Morgan Stanley’s leading earnings indicator does not bode well for EPS growth. Image: Morgan Stanley Research

S&P 500 Price and Earnings Growth Estimates

S&P 500 Price and Earnings Growth Estimates Should investors stay underweight U.S. stocks as risks of monetary policy overtightening are increasing? Image: BlackRock Investment Institute

U.S. Real GDP Growth

U.S. Real GDP Growth Recession risks are rising in the United States. Oxford Economics expects U.S. GDP to turn negative in H1 2023. Image: Oxford Economics

S&P 500 Growth/Value Ratio

S&P 500 Growth/Value Ratio Will value stocks continue to outperform growth stocks? Image: The Daily Shot

U.S. GDP Growth

U.S. GDP Growth Is a soft landing still possible in 2023? Image: Goldman Sachs Global Investment Research

S&P 500 EPS Growth vs. ISM Manufacturing

S&P 500 EPS Growth vs. ISM Manufacturing With a U.S. recession looming, a soft landing seems difficult to achieve. Image: Deutsche Bank Asset Allocation

S&P 500 EPS Growth vs. Buyback Growth

S&P 500 EPS Growth vs. Buyback Growth Goldman Sachs expects buybacks to decline by 10% in 2023. Image: Goldman Sachs Global Investment Research

Inflation – Rent Growth

Inflation – Rent Growth U.S. rents are falling, but this is not yet reflected in the CPI. Image: BofA Global Research