Search Results for: earnings

S&P 500 Forward EPS vs. S&P 500 Is there further downside ahead for the S&P 500, as an earnings recession is not priced into U.S. equities? Image: Morgan Stanley 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

S&P 500 Forward EPS vs. U.S. Unemployment Rate Weakness in S&P 500 earnings is a potential indicator of a higher U.S. unemployment rate. Image: Morgan Stanley Research

U.S. ISM New Orders vs. S&P 500 NTM EPS Growth (Leading Indicator) Should U.S. equity investors expect -10% earnings growth in 2023? Image: KKR & Co.

Economic Composite Index vs. S&P 500 EPS YoY % Change U.S. economic activity is highly correlated with S&P 500 earnings growth. Should U.S. equity investors be worried? Image: Real Investment Advice

South Korea Exports vs. MSCI World EPS South Korea’s exports tend to lead global earnings. Image: J.P. Morgan

Philly Fed Future Nominal Orders vs. S&P 500 12-Months Forward EPS (Leading Indicator) A severe contraction in earnings growth should hurt U.S. stocks in 2023. Image: Nordea and Macrobond

Median Change in Consensus FY0 EPS Estimates and NTM P/E Around the Start of Recessions Should equity investors expect earnings to fall, as recession fears mount? Image: Goldman Sachs Global Investment Research

Progression of Bottom-Up Consensus S&P 500 EPS Estimates Consensus earnings estimates are likely too elevated. Image: Goldman Sachs Global Investment Research

Performance – Over the Next 12 Months, Net % FMS Investors Think… Will high quality earnings beat low quality earnings over the next 12 months? Image: BofA Global Fund Manager Survey

S&P 500 12-Month Forward EPS and Stock-to-Bond Ratio Will the S&P 500 continue to fall as earnings growth slows? Image: Alpine Macro