S&P 500 EPS Revisions Sentiment
S&P 500 EPS Revisions Sentiment S&P 500 earnings revision sentiment is currently pointing to a hard landing. Could the market experience a downturn in the near future? Image: Goldman Sachs Global Investment Research
S&P 500 EPS Revisions Sentiment S&P 500 earnings revision sentiment is currently pointing to a hard landing. Could the market experience a downturn in the near future? Image: Goldman Sachs Global Investment Research
AAII Bullish Sentiment Individual investor sentiment must improve significantly if the current uptrend in U.S. stock prices is more than just a typical bear market rally. Image: BofA Global Research
Index of Leading Indicators vs. Industrial Production A further deterioration in U.S. industrial production seems very likely. Image: Merrill Lynch 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
Earnings – S&P 500 Forward EPS Will 12-month forward EPS start to rise in H2 2023? Image: Alpine Macro
U.S. Labor Market – Net Job Gains Job growth in the United States is expected to slow significantly in 2023 compared to 2022. Image: Goldman Sachs Global Investment Research
When Do You Expect the First Rates Cut from the Fed? Will the Fed cut rates in H1 2024? Image: Goldman Sachs Global Investment Research
U.S. Dollar Index – DXY 12-Week % Rate of Change Should investors expect the U.S. dollar to remain relatively strong in the near-term despite recent volatility? Image: Morgan Stanley Research
S&P 500 Index vs. Financial Conditions Index Should investors forget Goldilocks, as it’s all about financial conditions? Image: Morgan Stanley Wealth Management
Conference Board U.S. Leading Economic Index vs. ISM Manufacturing New Orders vs. ISM Manufacturing PMI The current reading of the U.S. LEI could result in lower ISM in the next few months. Image: Morgan Stanley Wealth Management
NAR U.S. Pending Home Sales Index U.S. pending home sales dropped by 33.8% YoY in December. Image: The Daily Shot