Search Results for: growth

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

G5 Central Banks Balance Sheet vs. Nominal GDP Growth Shrinking global excess liquidity tends to be a headwind for equity markets. Image: J.P. Morgan

Deviation of Earnings Above/Below Long Term Growth Trend Earnings estimates remain very extended from the long-term exponential growth trend, which is a concern for bullish investors. Image: Real Investment Advice

Stocks – MSCI Europe Value vs. Growth and 10-Year UST Yield Will European value stocks underperform European growth stocks in the second half of 2023? Image: J.P. Morgan

U.S. GDP Growth Goldman Sachs remains more optimistic than consensus on U.S. GDP growth in 2023. Image: Goldman Sachs Global Investment Research

M2 Growth vs. U.S. Nominal GDP The sharp contraction in M2 growth could be a cause for concern when it comes to U.S. nominal GDP growth. Image: Deutsche Bank

S&P 500 High Beta Index vs. U.S. GDP Growth Rate Should investors consider underweighting high beta stocks in their portfolios? Image: Morgan Stanley Wealth Management

U.S. ISM Manufacturing Index vs. U.S. GDP Growth The current reading of the U.S. ISM Manufacturing Index could result in negative U.S. GDP growth. Image: True Insights

U.S. Home Prices vs. Wage Growth U.S. home prices are declining, but the gap between wage growth and home prices remains wide. Image: The Daily Shot

Global Economy – GDP Growth Projections Global growth is now projected at 2.9% in 2023 and 3.1% 2024. Image: International Monetary Fund