BlackRock | Fundamentalis

The SP 500 Forward Earnings Curve: Sequential Improvements in Rate of Decline Continue

May 8, 2020

Using some interim IBES data by Refinitiv reports, here is the “forward earnings curve” for the SP 500. This Week in Earnings comes out tonight. As readers can see using the base case the 2020 SP 500 estimate, the … Continued

SP 500 Now Slightly Undervalued, Supported by Monumental Stimulus

April 5, 2020

By Brian Gilmartin

This first table comes from JP Morgan’s “Guide to the Markets” as of 3/31/20. This table is updated quarterly. Note the SP 500 dividend yield, and the third column for each quarterly block, which shows the “25-year average over … Continued