Trends Of S&P500 Earnings Forecasts

S&P500 earnings trends and estimates are a notably important topic, for a variety of reasons, at this point in time. FactSet publishes a report titled “Earnings Insight” that contains a variety of information including the trends and expectations of S&P500 earnings. For reference purposes, here are two charts as seen in the “Earnings Insight” (pdf) report of …

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S&P500 Earnings Estimates For Years 2013, 2014, And 2015

As many are aware, Thomson Reuters publishes earnings estimates for the S&P500.  (My other posts concerning S&P earnings estimates can be found under the S&P500 Earnings tag) The following estimates are from Exhibit 12 of “The Director’s Report” (pdf) of January 24, 2014, and represent an aggregation of individual S&P500 component “bottom up” analyst forecasts: Year 2013 estimate: $108.97/share …

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Standard & Poor’s S&P500 Earnings Estimates For 2013 & 2014 – As Of January 16, 2014

As many are aware, Standard & Poor’s publishes earnings estimates for the S&P500.  (My posts concerning their estimates can be found under the S&P500 Earnings tag) For reference purposes, the most current estimates are reflected below, and are as of January 16, 2014: Year 2013 estimates add to the following: -From a “bottom up” perspective, operating earnings of $107.38/share …

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Updates Of Economic Indicators January 2014

Here is an update of various indicators that are supposed to predict and/or depict economic activity. These indicators have been discussed in previous blog posts: The January 2014 Chicago Fed National Activity Index (CFNAI)(pdf) updated as of January 23, 2014: – The ECRI WLI (Weekly Leading Index): As of 1/17/14 (incorporating data through 1/10/14) the …

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St. Louis Financial Stress Index – January 23, 2014 Update

On March 28, 2011 I wrote a post (“The STLFSI“) about the St. Louis Fed’s Financial Stress Index (STLFSI) which is supposed to measure stress in the financial system.  For reference purposes, the most recent chart is seen below.  This chart was last updated on January 23, incorporating data from December 31,1993 to January 17, …

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Current Economic Situation

With regard to our current economic situation, my thoughts can best be described/summarized by the posts found under the 32 “Building Financial Danger” posts. My thoughts concerning our ongoing economic situation – with future implications – can be seen on the page titled “A Special Note On Our Economic Situation,” which has been found near …

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Additional Thoughts Concerning Deflation

I have written a variety of posts concerning “deflationary pressures” and deflation as I continue to believe that deflationary conditions are on the horizon, and that such deflationary conditions will cause, as well as accompany, inordinate economic hardship. [note: to clarify, for purposes of this discussion, when I mention “deflation” I am referring to the CPI …

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Recession Measures – Updated

This post is the latest update to a series of blog posts seen on the CalculatedRisk.com blog.  The original blog post of April 12, 2010, is titled “Recession Measures.” In it, Bill McBride discussed key measures that the NBER uses to determine recoveries, and posted four charts. Here are those charts, updated in his January 18, 2014 post titled …

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