S&P 500 Forward Earnings and U.S. Dollar Index The weakening U.S. dollar is raising significant concerns for U.S. corporate earnings, particularly through its interplay with tariffs and global economic uncertainty. Image: Bloomberg
Consensus Earnings Estimates Despite economic uncertainties and potential tariff impacts, downward revisions to 2025 EPS estimates have remained modest, underscoring their resilience. Image: J.P. Morgan Asset Management
EPS Growth Estimate Despite a downward revision, consensus 2025 EPS growth estimates still project strong earnings growth. Image: Goldman Sachs Global Investment Research
MSCI World Fwd PE and EPS Revisions Downward revisions in global EPS raise concerns, suggesting that the global economic landscape is precarious, prompting central banks to adopt more aggressive strategies to stimulate growth. Image: J.P. Morgan
Citi U.S. Economic Surprise Index vs. S&P 500 12-Month Earnings Surprise U.S. earnings revisions suggest negative economic surprises. Image: Morgan Stanley Research
U.S. Economic Data Chart showing that U.S. economic data revisions have turned negative. Image: Arbor Research & Trading LLC