Senior Loan Officer Survey and S&P 500 EPS
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
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
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
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 Blended EPS Will the S&P 500 earnings growth rate continue to improve? Image: J.P. Morgan
ISM Manufacturing Index vs. S&P 500 EPS Annual % Change U.S. economic activity is highly correlated with S&P 500 earnings growth. Is it time to worry? Image: Real Investment Advice
S&P 500 Total Return Decomposition Goldman Sachs expects S&P 500 returns to be moderate in 2022 and beyond, driven primarily by earnings growth. Image: Goldman Sachs Global Investment Research
S&P 500 – 2021E Sales and Profits Relative to 2019 Levels Will earnings growth drive the S&P 500 higher by the end of 2021? Image: Goldman Sachs Global Investment Research
S&P 500 Total Return Attribution Multiple expansion explains the S&P 500’s total return YTD, despite negative earnings growth. Image: The Daily Shot