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	<title>Search Results for &#8220;EPS&#8221; &#8211; ISABELNET</title>
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	<description>Advanced Stock Market Forecast for Professional and Individual</description>
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	<title>Search Results for &#8220;EPS&#8221; &#8211; ISABELNET</title>
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		<title>MSCI AC World EPS</title>
		<link>https://www.isabelnet.com/msci-world-eps-and-south-korea-exports/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 23 Jul 2026 08:31:41 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[MSCI AC World EPS MSCI AC World EPS estimates for 2027 are still drifting higher, with analysts convinced that the AI‑fuelled tech surge will show up in margins instead of morphing into another overinvestment cycle. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Earnings Surprises of S&#038;P 500 Companies</title>
		<link>https://www.isabelnet.com/earnings-surprises-of-sp-500-companies/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 23 Jul 2026 08:30:06 +0000</pubDate>
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					<description><![CDATA[Earnings Surprises of S&#38;P 500 Companies Earnings season keeps sending the same message: corporate profits are still holding up. So far, 65% of S&#38;P 500 companies have beaten Q2 estimates by at least one standard deviation, while just 6% have missed. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>U.S. 30-Year Treasury Yield</title>
		<link>https://www.isabelnet.com/u-s-30-year-treasury-yield-and-asset-allocation/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 23 Jul 2026 08:30:02 +0000</pubDate>
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					<description><![CDATA[U.S. 30-Year Treasury Yield Are U.S. long-bond yields on the verge of breaking above their post-2007 ceiling? The level around 5% could give way if inflation stays sticky, demand for long-duration remains weak, or the Fed keeps policy tight. Image: Gavekal, Macrobond]]></description>
		
		
		
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		<title>Consensus EPS Growth Estimates</title>
		<link>https://www.isabelnet.com/eps-growth-and-consensus/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 22 Jul 2026 08:31:04 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=26923</guid>

					<description><![CDATA[Consensus EPS Growth Estimates Wall Street is betting on a strong earnings tailwind, with S&#38;P 500 profits seen rising 25% in 2026 and 16% in 2027. Small caps could do even better, with growth of 39% this year and 43% next year. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Contribution to S&#038;P 500 EPS Growth</title>
		<link>https://www.isabelnet.com/earnings-sp-500-ltm-eps-growth-yoy/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 22 Jul 2026 08:30:47 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Contribution to S&#38;P 500 EPS Growth S&#38;P 500 earnings are riding a strong tailwind from booming energy profits and tight AI chip supply, with semiconductor stocks responsible for nearly half of Q2 2026 growth. Image: J.P. Morgan Asset Management]]></description>
		
		
		
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		<title>Gold Price vs. Market Pricing of 25bp Fed Hikes (Inverted)</title>
		<link>https://www.isabelnet.com/gold-price-in-us-vs-u-s-10-year-treasury-minus-10-year-tips-inverted/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 21 Jul 2026 08:30:35 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Gold Price vs. Market Pricing of 25bp Fed Hikes (Inverted) Gold struggles as energy‑driven inflation keeps Fed rate‑hike risks alive, lifting the dollar and real yields and capping near‑term gains for bullion. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>MSCI ACWI 12-Month Forward EPS</title>
		<link>https://www.isabelnet.com/msci-emu-12-month-forward-eps/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 20 Jul 2026 08:30:01 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[MSCI ACWI 12-Month Forward EPS With global stocks priced for perfection and ACWI earnings expectations stretched, it looks prudent to take some risk off the table. Image: TS Lombard]]></description>
		
		
		
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		<title>S&#038;P 500 Quarterly EPS</title>
		<link>https://www.isabelnet.com/sp-500-quarterly-eps-2/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 15 Jul 2026 08:30:12 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=65572</guid>

					<description><![CDATA[S&#38;P 500 Quarterly EPS For Q2 2026, analysts expect S&#38;P 500 earnings to jump 22% from a year earlier, with tech once again doing almost all the work. The script hasn&#8217;t changed: technology remains the growth engine. Image: J.P. Morgan]]></description>
		
		
		
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		<title>S&#038;P 500 Performance After A &gt;10% Q2 Quarter</title>
		<link>https://www.isabelnet.com/sp-500-performance-after-a-10-q2-quarter/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 07 Jul 2026 08:32:47 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=144652</guid>

					<description><![CDATA[S&#38;P 500 Performance After A &#62;10% Q2 Quarter History leans very bullish. Since 1950, when the S&#38;P 500 has risen more than 10% in Q2, the rest of the year has finished in the red just once. Average gains come in near 12%, a track record that keeps bulls smiling. Image: Carson Investment Research]]></description>
		
		
		
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		<title>EPS Revisions</title>
		<link>https://www.isabelnet.com/eps-revisions-2/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 07 Jul 2026 08:30:32 +0000</pubDate>
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					<description><![CDATA[EPS Revisions Since the start of the year, EPS revisions have trended higher across the S&#38;P 500, STOXX 600, Topix and especially MSCI EM, as confidence in 2026 earnings builds. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Hyperscaler Quarterly Capex Growth</title>
		<link>https://www.isabelnet.com/sp-500-operating-eps-vs-capex/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 07 Jul 2026 08:30:27 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Hyperscaler Quarterly Capex Growth Goldman Sachs thinks Wall Street is too conservative on 2027 hyperscaler capex, with the AI spending boom likely to run hotter for longer. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
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		<title>Earnings Growth &#8211; Mag 7 and S&#038;P 500 ex-Mag 7</title>
		<link>https://www.isabelnet.com/eps-earnings-per-share-growth-forecast/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 06 Jul 2026 08:31:26 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=40116</guid>

					<description><![CDATA[Earnings Growth &#8211; Mag 7 and S&#38;P 500 ex-Mag 7 The Magnificent Seven are on pace for 38% earnings growth this year, versus 19% for the rest of the S&#38;P 500. With tech momentum still running hot, betting against them looks like a tough trade. Image: J.P. Morgan Asset Management]]></description>
		
		
		
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		<title>Consensus Forward 12-Month S&#038;P 500 EPS</title>
		<link>https://www.isabelnet.com/sp-500-performance-vs-forward-eps/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 02 Jul 2026 08:30:01 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=58763</guid>

					<description><![CDATA[Consensus Forward 12-Month S&#38;P 500 EPS Positive earnings revisions have driven the S&#38;P 500 higher this year, with gains coming without any lift in the forward P/E, reinforcing confidence. Earnings continue to do the heavy lifting. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
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		<title>Semiconductors as a Share of the S&#038;P 500</title>
		<link>https://www.isabelnet.com/global-semiconductor-sales-vs-msci-world-eps-growth/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 01 Jul 2026 08:33:14 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=8128</guid>

					<description><![CDATA[Semiconductors as a Share of the S&#38;P 500 The market&#8217;s weak spot is concentration. Semiconductors have climbed to 18.8% of the S&#38;P 500, a record and more than twice their dot-com era peak. One miss can pull everything down. Image: Real Investment Advice]]></description>
		
		
		
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		<title>S&#038;P 500 YoY EPS Growth</title>
		<link>https://www.isabelnet.com/sp-500-eps-2/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 30 Jun 2026 08:30:46 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=88703</guid>

					<description><![CDATA[S&#38;P 500 YoY EPS Growth The median S&#38;P 500 stock is expected to report 9% EPS growth in Q2 2026, a far cry from the 22% EPS growth forecast for the aggregate index. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
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		<title>S&#038;P 500 Quarterly YoY EPS Growth Relative to Consensus Expectations</title>
		<link>https://www.isabelnet.com/sp-500-quarterly-yoy-eps-growth-relative-to-consensus-expectations/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 29 Jun 2026 08:30:05 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=83742</guid>

					<description><![CDATA[S&#38;P 500 Quarterly YoY EPS Growth Relative to Consensus Expectations Consensus sees S&#38;P 500 earnings rising 22% year on year in 2Q 2026, driven largely by strong tech profits. Once again, tech is carrying the market. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Price Return in 2026</title>
		<link>https://www.isabelnet.com/sp-500-price-return-and-sp-500-as-reported-eps/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 22 Jun 2026 08:30:48 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=43987</guid>

					<description><![CDATA[Price Return in 2026 The median stock in each region is lagging this year, with gains concentrated in a narrow group of heavyweight tech names. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
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		<title>Valuations and Dow Jones</title>
		<link>https://www.isabelnet.com/valuation-percent-change-in-sp-500-index-eps-and-p-e/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 17 Jun 2026 08:31:54 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=48254</guid>

					<description><![CDATA[Valuations and Dow Jones U.S. stocks are priced for perfection, with valuations back in territory that has a habit of ending badly. Calling the turn is never easy, but when markets run this hot, even a modest slip in fundamentals can hit hard. Image: Bloomberg]]></description>
		
		
		
			</item>
		<item>
		<title>Nine Day Win Streaks for the S&#038;P 500</title>
		<link>https://www.isabelnet.com/dow-jones-returns-after-9-day-win-streaks/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 09 Jun 2026 08:32:40 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=97737</guid>

					<description><![CDATA[Nine Day Win Streaks for the S&#38;P 500 Nine-day winning streaks have been a reliable bullish signal for the S&#38;P 500. In every instance since 1990, the index has been higher 12 months later, delivering an average gain of 16.7%, a track record that keeps bulls smiling. Image: Carson Investment Research]]></description>
		
		
		
			</item>
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		<title>Semiconductors vs. Consensus Fwd 12m EPS</title>
		<link>https://www.isabelnet.com/performance-semiconductors-vs-sp-500/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 29 May 2026 08:30:03 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=94510</guid>

					<description><![CDATA[Semiconductors vs. Consensus Fwd 12m EPS Semiconductor stocks have rallied faster than analysts have raised near-term earnings estimates, leaving valuations stretched relative to short-term fundamentals. The easy upside appears largely exhausted. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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