Search Results for: revision

S&P 500 Earnings Revisions Breadth vs. S&P 500 YoY Currently, earnings revisions matter more than interest rates for the S&P 500. Image: Morgan Stanley Research

Bottom-Up S&P 500 EPS Revision 4Q earnings estimates remained unchanged over the past three months. Will the earnings season drive the S&P 500 down? Image: BofA US Equity & Quant Strategy

Consensus EPS Revision Consensus EPS estimates for 2021 and 2022 have plateaued. Will U.S. stocks continue do well? Image: BofA US Equity & Quant Strategy

S&P 500 Earnings Revisions Breadth Should investors be worried that the S&P 500 earnings revisions breadth is deteriorating? Image: Morgan Stanley Research

S&P 500 Upward Earnings Revisions as a Percent of Total Will upward earnings revisions become even more volatile? Image: Morgan Stanley Wealth Management

Revision to Consensus Earnings Estimates Rising oil prices tend to drive energy and materials stocks higher. Image: BofA US Equity & Quant Strategy

Equities – MSCI U.S. vs. Earning Revision Ratio for MSCI U.S. Will U.S. equities continue to deliver after earnings revisions began to fade? Image: J.P. Morgan

Revision to Consensus S&P 500 3Q EPS EPS growth has peaked. Will U.S. stocks continue do well? Image: BofA US Equity & Quant Strategy

Earnings Revisions Breadth and S&P 500 Price % Above/Below 200-Day Moving Average Earnings revisions have likely peaked. Image: Morgan Stanley Research

Earnings – Annual EPS Revision History Will 2022 earnings revisions decline? Image: BofA US Equity & Quant Strategy