Search Results for: trend

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