LEI 6-Month ROC vs. S&P 500 EPS Annual % Change

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 Blended EPS

S&P 500 Blended EPS Will the S&P 500 earnings growth rate continue to improve? Image: J.P. Morgan

S&P 500 Total Return Decomposition

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 Total Return Attribution

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