Trying to write an entire blog post without mentioning the "c-word" is tough these days but watching full-year "expected" S&P 500 2020 sector growth rates is the one way (in my opinion) to gauge on a week-to-week basis how the Street is incorporating coronavirus information into earnings estimates.
Here's how expected 2020 S&P 500 sector growth rates have changed since January 1, 2020:
A few comments on the trends:
1.) The overall decline in the expected 2020 S&P 500 earnings growth rate since January 1 through March 6, 2020, is just under 300 bps. For