Annualized EPS Growth Across Major Global Equity Markets
Annualized EPS Growth Across Major Global Equity Markets Goldman Sachs expects that EPS will modestly accelerate to 6% in the U.S. next year. Image: Goldman Sachs Global Investment Research
Annualized EPS Growth Across Major Global Equity Markets Goldman Sachs expects that EPS will modestly accelerate to 6% in the U.S. next year. Image: Goldman Sachs Global Investment Research
Global Semiconductor Sales vs. MSCI World EPS Growth Chart suggesting that global semiconductor sales may have bottomed. That’s good news for global EPS growth. Image: Jeroen Blokland
Consensus EPS Growth Expectations Corporate earnings estimates get more optimistic for 2020. Image: Deutsche Bank Asset Allocation
EPS Growth Over Time This chart shows that negative EPS growth doesn’t always mean a recession is coming. Image: Goldman Sachs Global Investment Research
Buyback Contribution to EPS Growth Buybacks constitute a very important part of the earnings payout. Without them, there is no EPS growth. Image: Credit Suisse Research
EPS Growth This Cycle This chart shows the exceptional earnings growth in the technology sector over this business cycle. Image: KKR Global Macro
EPS – Real M2 Growth vs. S&P 500 12-Month Forward Earnings-Per-Share Estimate The decline in real M2 growth does not bode well for S&P 500 earnings. Image: Morgan Stanley Wealth Management
MSCI U.S. EPS Consensus Growth Estimates U.S. EPS consensus growth estimates remain 8.3% for 2022. Image: BofA Global Investment Strategy
Earnings Growth – S&P 500 Historical Operating and Normalized EPS The U.S. stock market needs earnings growth to rise in 2021 and 2022 as the global economy recovers. Image: BofA US Equity & Quant Strategy
S&P 500 Growth Index and Percent of IPOs with Negative EPS Growing signs of speculation and optimism, as more unprofitable companies are going public. Image: Alpine Macro
S&P 500, U.S. 10-Year Government Bond Yield and Blended Expected Growth Rate of S&P 500 Operating EPS The S&P 500 is vulnerable to higher yields or disappointing economic activity. Image: BCA Research