Search Results for: EPS growth

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

LEI 6-Month ROC vs. S&P 500 EPS Annual % Change The 6-month annual rate of change of the Leading Economic Index is highly correlated with S&P 500 earnings growth. Should U.S. equity investors remain cautious? Image: Real Investment Advice

S&P 500 Forward EPS vs. Fed Funds Rate When forward EPS growth goes negative, the Federal Reserve typically does not hike rates. Image: Morgan Stanley Research

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

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

Earnings – Global Manufacturing PMI New Orders vs. World Trailing 12-Month EPS (Leading Indicator) Global manufacturing PMI new orders tend to lead world EPS growth by 12 months. Image: BofA Global Research

S&P 500 Earnings Revisions Breadth and S&P 500 NTM EPS How will earnings growth drive the U.S. stock market? Image: Morgan Stanley Research

Earnings – Corporate Sentiment vs. Quarterly EPS YoY (Leading Indicator) Corporate sentiment tends to lead earnings growth by 3 months, suggesting earnings downside risk. Image: BofA Global Research

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

S&P 500 12-Month Forward EPS and Chicago Business Barometer Will S&P 500 EPS growth decelerate sharply? Image: Alpine Macro

Consensus MSCI U.S. EPS Forecasts Consensus expects U.S. EPS growth at 7.5% this year. Image: BofA Global Investment Strategy