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 2014 Through 2016

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 March 18, 2015, and represent an aggregation of individual S&P500 component “bottom up” analyst forecasts.  For reference, the Year …

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Standard & Poor’s S&P500 Earnings Estimates For 2015 & 2016 – As Of March 12, 2015

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 March 12, 2015: Year 2015 estimates add to the following: -From a “bottom up” perspective, operating earnings of $118.70/share …

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Chicago Fed National Financial Conditions Index (NFCI)

The St. Louis Fed’s Financial Stress Index (STLFSI) is one index that is supposed to measure stress in the financial system.  Its reading as of the March 12, 2015 update (reflecting data through March 6) is -1.062. Of course, there are a variety of other measures and indices that are supposed to measure financial stress and other related …

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The March 2015 Wall Street Journal Economic Forecast Survey

The March Wall Street Journal Economic Forecast Survey was published on March 12, 2015.  The headline is “WSJ Survey:  Economists See Dollar Strength, Global Weakness Restraining U.S. Growth.” I found numerous items to be notable – although I don’t necessarily agree with them – both within the article and in the “Economist Q&A” section. Two …

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Total Household Net Worth As A Percent Of GDP 4Q 2014

The following chart is from the CalculatedRisk blog post of March 12, 2015 titled “Fed’s Q4 Flow of Funds:  Household Net Worth at Record High.” It depicts Total Household Net Worth as a Percent of GDP.  The underlying data is from the Federal Reserve’s Z.1 report, “Financial Accounts of the United States“: (click on chart to enlarge image) As …

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March 2015 Duke/CFO Magazine Global Business Outlook Survey – Notable Excerpts

On March 11, 2015 the March Duke/CFO Magazine Global Business Outlook Survey (pdf) was released.  It contains a variety of statistics regarding how CFOs view business and economic conditions. In this CFO Survey, I found the following to be the most notable excerpts: About 70 percent of U.S. companies indicate that wages are starting to outpace inflation. …

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