S&P 500 Quarterly EPS

S&P 500 Quarterly EPS Deutsche Bank sees S&P 500 earnings pushing above the long-term trend, broadly echoing Street expectations. At the end of the day, stocks follow profits. And profits have a way of drowning…

Earnings Surprises of S&P 500 Companies

Earnings Surprises of S&P 500 Companies Earnings season keeps reinforcing the same message: corporate profits aren’t cracking yet, with 61% of S&P 500 firms smashing Q1 estimates by at least a standard deviation, while just…

S&P 500 – Bull Markets That Made It To 100%

S&P 500 – Bull Markets That Made It To 100% At just 3.5 years old and already up more than 100%, the current bull market still looks like it has legs, leaving bears stuck watching…

S&P 500 Performance After >5% YTD After April

S&P 500 Performance After >5% YTD After April Since 1972, when the S&P 500 has been up more than 5% heading into May, it has ended the year higher 92% of the time, with a…

Sentiment Indicator and Stock Positioning

Sentiment Indicator and Stock Positioning At 1.7, Goldman Sachs’ U.S. Equity Sentiment Indicator looks stretched, a level that has historically been followed by an average -0.4% return in the S&P 500 over the following month.…

S&P 500 YoY EPS Growth

S&P 500 YoY EPS Growth Wall Street’s 2026 playbook is working so far, with first-quarter S&P 500 earnings on track for their fastest growth in five years. At last, the market has the profit momentum…

Returns for Major Global Financial Assets

Returns for Major Global Financial Assets April was a standout month for the S&P 500, which surged 10.5%, even as U.S. Treasuries came under pressure amid rising inflation concerns and fading hopes for Fed rate…