S&P 500 EPS Beat vs. Consensus Estimate

S&P 500 EPS Beat vs. Consensus Estimate Since 2000 Corporate America’s ability to maintain profit margins was again demonstrated by a robust 1Q 2023 earnings report, beating expectations by a wide margin. Image: BofA US Equity & Quant Strategy

Global EPS Model vs. Consensus EPS

Global EPS Model vs. Consensus EPS Global EPS growth is expected to fall significantly in 2H2023. Image: BofA Global Investment Strategy

Earnings – S&P 500 Consensus EPS Revision

Earnings – S&P 500 Consensus EPS Revision Consensus EPS revisions are moving sharply lower, which is not good news. Image: Goldman Sachs Global Investment Research

G10 Latest and Consensus Inflation Rates

G10 Latest and Consensus Inflation Rates The inflation genie is out of the bottle, but consensus still expects inflation to drop to 2% by 2024. Image: BofA Global Research