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There is a new strain of the coronavirus, and this one seems to be moving through populations at an alarming pace. Is it possible that this new rapidly spreading strain is in the U.S. already? Major parts of Europe are under strict lockdowns for the holiday season. By the time...
S&P 500 experienced a new Lévy flight event on 28 October 2020, sending the index down 3.5% for the day. Investors suddenly shifted their forward looking focus from 2020-Q4 toward the more distant future quarter of 2021-Q1. Overall, the index ended the final trading week ...
S&P 500 earnings data (courtesy of IBES data by Refinitiv) continues to show positive sequential increases in weekly S&P 500 earnings estimates for various time frames, which is usually a good thing. The correction being seen in the US equity market - at least so far anyway - isn't s...
The S&P 500 ® Index set seven record highs last month 1 and now, at the start of September, stands roughly 3% above its pre-pandemic peak. That's an absolutely startling rebound , coming only five months after the coronavirus pandemic sent the index reeling to a March 23 low of 2,2...
Big week for Financial stocks next week, so if there are changes to come in forward S&P 500 earnings estimates, it will likely start beginning Monday or Tuesday, July 13th or 14th, 2020. For now though, and to get an early start on the weekend, here are the key numbers from the Refinitiv...
With the rolling into the new quarter on Thursday, July 1 '20, the standard bump in the "forward 4-quarter estimate" occurred with the publication of Refinitiv's "This Week in Earnings," as the forward 4-quarter estimate now covers Q3 '20 through Q2 '21. (Determining the S&P 500 EPS forwar...
By Avi Lavi and James MacGregor The coronavirus crisis and recession have pummeled value stocks as investors shun riskier parts of the market. Yet these conditions have left some higher-quality companies trading at valuations that underestimate their ability to withstand shorter-term str...
A favorable characteristic of the S&P 500 Dividend Aristocrats is this basket of stocks generally holds up better in broader market pullbacks as seen in the below table. Where the entire row is highlighted, it represents a significant market pullback and the Aristocrats outperformed the S&...
One thing that's been tracked for a while but might be somewhat useful in this type of market environment where everyone is looking for some "pandemic allegory" is just averaging expected 2020 and 2021 full-year S&P 500 growth rates. Here is what the progression looks like: 4/24/2...
Source: "This Week in Earnings", IBES by Refinitiv To cut right to the chase, the overall "estimated" S&P 500 earnings growth for 2020 fell about 1/2 of 1% in January 2020, which, if we annualize, puts the expected 10% S&P 500 EPS growth rate in 2020 of 10% closer to 4-5% for the c...