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” report of April …

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S&P500 EPS Forecasts For 2024-2027 As Of April 11, 2025

As many are aware, Refinitiv 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 24 of the “S&P500 Earnings Scorecard” (pdf) of April 11, 2025, and represent an aggregation of individual S&P500 component “bottom up” analyst forecasts.  For reference, the …

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Standard & Poor’s S&P500 EPS Estimates 2024 – 2026 – April 8, 2025

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 April 8, 2025: Year 2024 estimates add to the following: -From a “bottom up” perspective, operating earnings of $233.36/share -From …

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Fannie Mae Home Price Expectations Survey (HPES) Q1 2025

On April 15, 2025, the Fannie Mae Q1 2025 Home Price Expectations Survey (HPES) results were released.  This survey is done on a quarterly basis. Various Q1 2025 Fannie Mae Home Price Expectations Survey information is available, including the chart seen below: As one can see from the above chart, the average expectation is that the residential real estate market, …

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Disturbing Charts (Update 57)

The following is the latest update of 9 charts that depict various aspects of the U.S. economic and financial situation. I find these charts portray disturbing long-term trends. These trends have been in effect for years. These charts raise a lot of questions.  As well, they highlight the “atypical” nature of our economic situation from …

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Chicago Fed National Financial Conditions Index (NFCI)

The St. Louis Fed’s Financial Stress Index (STLFSI4) is one index that is supposed to measure stress in the financial system. Its reading as of the April 10, 2025 update (reflecting data through April 4, 2025) is .0944: source: Federal Reserve Bank of St. Louis, St. Louis Fed Financial Stress Index [STLFSI4], retrieved from FRED, …

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Building Financial Danger – April 8, 2025 Update

My overall analysis indicates a continuing elevated and growing level of financial danger which contains many worldwide and U.S.-specific “stresses” of a very complex nature. I have written numerous posts on this site concerning both ongoing and recent “negative developments.”  These developments, as well as other exceedingly problematical conditions, have presented a highly perilous economic environment …

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Charts Indicating Economic Weakness – April 2025

Throughout this site there are many discussions of economic indicators.  This post is the latest in a series of posts indicating facets of U.S. economic weakness or a notably low growth rate. The level and trend of economic growth is especially notable at this time. As seen in various sources, recession estimates have been at elevated levels. As seen …

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