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 May …

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S&P500 EPS Estimates For 2022-2024 And Prior Years’ Realized EPS

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 May 13, 2022, 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 2022 – 2023 – May 12, 2022

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 May 12, 2022: Year 2022 estimates add to the following: -From a “bottom up” perspective, operating earnings of $224.39/share …

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Philadelphia Fed – 2nd Quarter 2022 Survey Of Professional Forecasters

The Philadelphia Fed 2nd Quarter 2022 Survey of Professional Forecasters was released on May 13, 2022.  This survey is somewhat unique in various regards, such as it incorporates a longer time frame for various measures. The survey shows, among many measures, the following median expectations: Real GDP: (annual average level) full-year 2022:  2.5% full-year 2023:  2.3% full-year 2024:  …

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Stock Market Capitalization To GDP – Through Q4 2021

“Stock market capitalization to GDP” is a notable and important metric regarding stock market valuation.  In February of 2009 I wrote of it in “Does Warren Buffett’s Market Metric Still Apply?” On the Advisor Perspectives’ site there is an update depicting this “stock market capitalization to GDP” metric. As seen in the May 11, 2022 …

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Charts Indicating Economic Weakness – May 2022

U.S. Economic Indicators 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 measures and near-term projections, the U.S. …

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Building Financial Danger – May 10, 2022 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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Monthly Changes In Total Nonfarm Payroll – May 6, 2022 Update

For reference purposes, below are five charts that display growth in payroll employment, as depicted by the Total Nonfarm Payroll measures (FRED data series PAYEMS). PAYEMS, which is seasonally adjusted, is defined in Financial Reserve Economic Data [FRED] as: All Employees: Total Nonfarm, commonly known as Total Nonfarm Payroll, is a measure of the number …

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