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.…