How FMS Investors Believe the Global Economy Trends Will Be in Next 12 Months
How FMS Investors Believe the Global Economy Trends Will Be in Next 12 Months Stagflation remains consensus among FMS investors. Image: BofA Global Fund Manager Survey
How FMS Investors Believe the Global Economy Trends Will Be in Next 12 Months Stagflation remains consensus among FMS investors. Image: BofA Global Fund Manager Survey
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
S&P 500 EPS vs. Trend S&P 500 earnings remain well above the trend line so far. Image: J.P. Morgan
S&P 500 LTM EPS and Long-Term Trend in Earnings So far, the S&P 500’s earnings trend is still intact. Image: Deutsche Bank Asset Allocation
Earnings – S&P 500 Trailing 12-Month Net Income Growth vs. Fed Funds Rate Deviation from Trend (Leading Indicator) The change in fed funds rate suggests an earnings recession. Image: Morgan Stanley Wealth Management
CAPE Valuations vs. S&P 500 % Deviation from Exponential Growth Trend It is still reasonable to expect a reversion to the mean, as valuations remain stretched. Image: Real Investment Advice
Valuation – Real S&P 500 % Deviation from Exponential Growth Trend It is still reasonable to expect a reversion to the mean, as valuations remain stretched. Image: Real Investment Advice
S&P 500 Cyclicals Earnings with Trend Are consensus earnings estimates far too optimistic? Image: Deutsche Bank
Small-Cap Stocks – S&P 500 Large-Cap Index vs S&P 600 Small-Cap Index Super Sector Weight Trends U.S. small-cap stocks could be under more pressure as U.S. GDP growth slows. Image: Topdown Charts
S&P 500 Index and Trend Line Support A drawdown to the long-term trendline from the 2009 lows would be painful for U.S. equity investors. Image: Real Investment Advice