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S&P 500 EPS is expected to grow 44% in calendar 2021 per the current IBES/Refinitiv numbers, up from an expected 26% as of 4/2/21. The near-term EPS and revenue revisions for Q3 and Q4 ’21 still look positive. 2022 estimated growth rates are starting to shape up as well...
Every single S&P 500 sector’s expected 2021 growth rate is higher since July 2, 2021. The S&P 500 – as of today – is expected to see 45% EPS growth this year, and that could easily be up over 50% when Q4 ’21 earnings start rolling in. Q3 and Q4 ...
What happened last week, as with every other recent market pullback, was another rinse-repeat cycle as wait for it - despite news of the Fed wanting to taper and of more COVID shutdowns early in the week. There are now reports the Fed, due to concerns about COVID may put off the incre...
At least 18 major financial services firms report next week. The 2nd quarter 2021's EPS expected growth rate as of this weekend has risen 20% since 12/31/20. Expected revenue growth has risen from 12% to 18% for Q2 ’21. The “average” y/y revenue growth rate fo...
The “expected” revenue and EPS growth rates for the S&P 500 for forward quarters continue to see higher revisions. S&P 500 kick-off the week of July 12th, 2021 when the financials start to their Q2 ’21 financial results. Q2 ’21 S&P 500 EPS a...
A summary of market-moving headlines in the third week of June 2021. We had two big Federal Reserve driven events during the last week. We think the Fed's actions will have investors mostly focused on what will happen at the Federal Reserve's upcoming meeting near the end of 2021-...
On 12/31/20 the expected growth rate for Q1 ’21 S&P 500 EPS was 16% y/y. By June 18th, 2021, the Q1 ’21 “expected” growth rate, which will be pretty close to the actual growth rate, was 52.8%. That is quite an underestimation of S&P 500 EPS grow...
S&P 500 revenue growth in total is expected to be +18% in Q2 ’11 versus -8.7% in Q2 ’20. In Q3 ’21, the current S&P 500 revenue estimates anticipate +11.5% y/y growth, up 200 bps or 9.5% since mid-April ’21. The record high in the S&P 500 th...
The forward 4-quarter estimate rose this past week to $191.52 from last week’s $190.94 and the aforementioned 12/31/20 print of $159.02. The S&P 500 earnings yield is 4.53% versus last week’s 4.54% and the 12/31/20 print of 4.23%. The Q2 ’21 quarterly bott...
The “forward 4-qtr estimate” as of Friday, May 28th is $190.94 vs. $190.50 last week and $159.02 as of 12/31/20. The forward estimate has jumped $30 since December 31. The S&P 500 earnings yield on the forward estimate is 4.54% vs. 4.58% last week and 4.23% as of 12/...