Search Results for: survey

Senior Loan Officer Survey and S&P 500 EPS A continued slowdown in earnings growth is expected through the end of the year. Image: Morgan Stanley Research

Earnings – S&P 500 12-Month Fwd EPS vs. EPS Implied by Credit and Manufacturing Surveys Could an earnings recession be a significant risk for U.S. stocks? Image: BofA Research Investment Committee

U.S. ISM Manufacturing PMI vs. Manufacturing Surveys with Advanced Releases Will the U.S. manufacturing sector struggle to recover in the near-term? Image: Morgan Stanley Research

S&P 500 Net Margin and NFIB Small Business Survey: Demand vs. Wage Cost Composite (Leading Indicator) Is there a risk of further decline in S&P 500 margins? Image: Morgan Stanley Research

U.S. ISM Manufacturing PMI vs. Philadelphia Fed General Activity vs. U.S. Empire State Manufacturing Survey Regional business activity surveys suggest a lower ISM Manufacturing PMI over the coming months. Image: Morgan Stanley Research

U.S. Labor Market – CEO Confidence Survey vs. Jobless Claims As CEO confidence declines, the fight against inflation could cause job losses. Image: Real Investment Advice

Sentiment – 52-Week S&P 500 Forward Return and AAII Survey Bulls Minus Bears Historically, when investor sentiment is very bearish, there is often a bounce in the stock market. Image: Richardson Wealth

ISM Manufacturing Index and Regional Manufacturing Surveys Regional manufacturing surveys do not bode well for the ISM Manufacturing Index. Image: True Insights

Survey – When Will the Next U.S. Recession Occur? Only 17% of respondents expect the next U.S. recession to occur this year. Image: Deutsche Bank Research

Philadelphia Fed Survey vs. S&P 500 Earnings Growth Rate The bear market bottom is probably not yet in as the Philly Fed survey suggests an earnings recession is highly likely. Image: Real Investment Advice

AAII Survey – Average S&P 500 Returns After % of Bullish Investors Dropped Below 20% The AAII Bullish Sentiment is below 20%, which is contrarian bullish. Image: Truist