S&P 500, Russell 2000, Stoxx 600 and EM Equities – 12-Month Forward EPS Consensus Estimates Market leadership is widening. U.S. small-caps are catching up fast as EPS growth fires up in both the S&P 500 and Russell 2000—a clear sign the rally is broadening beyond the tech giants. Image: Societe Generale Cross Asset Research
Earnings Sentiment – S&P 500, STOXX 600, Topix, MSCI EM, MSCI World Rising analysts’ sentiment on S&P 500 earnings reflects strong corporate results, positive surprises, and a favorable macroeconomic backdrop, all pointing to potential near-term market gains. Image: Goldman Sachs Global Investment Research
S&P 500 Ratio to Stoxx 600 The S&P 500’s performance relative to the Stoxx 600 has hit the upper limit of its long-term channel. While U.S. equities may continue to lead due to strong growth potential, economic shifts could alter this trend. Image: Deutsche Bank
Seasonality – Historical Average Performance of Europe Stoxx 600 Index So far, the Europe Stoxx 600 Index has not moved in line with its seasonal pattern. Image: BofA European Equity Quant Strategy
European Stocks – Stoxx 600 Should investors be bearish on European equities? Image: BofA Global Research
Valuation – Europe STOXX 600 12-Month Forward P/E European stocks still look cheaper than their U.S. counterparts. Image: Goldman Sachs Global Investment Research
Stocks – STOXX Europe 600 and Equity Strategy STOXX 600 Base Case Should investors underweight European equities in 2022? Image: BofA Global Research
Stocks Performance – China (CSI 300) vs. U.S. (S&P 500) vs. Europe (Stoxx 600) Chinese stocks outperform the S&P 500 and Stoxx 600, amid the coronavirus turbulence. Image: Financial Times
S&P 500 and Stoxx600 – Q3 2025 Reporting Season Calendar About 16% of S&P 500 firms report earnings this week, but the real test comes next week, with roughly 44% set to deliver results—a pivotal moment that could set the tone for the rest of the season. Image: J.P. Morgan
Valuation – 12-Month Forward STOXX Europe 600 PE European stocks look less expensive than at the beginning of this year. Image: Goldman Sachs Global Investment Research
Valuation – Average P/E for Stoxx Europe 600 and S&P 500 As equity markets rally and valuations climb, markets become more susceptible to negative surprises. This has led many investors and analysts to worry about stretched prices and limited margin for error. Image: Bloomberg