SP 500 Earnings Update: Sequential Declines in Forward EPS Once again, we are seeing this week sequential declines in forward EPS although the 4-week rate of change is still positive, although declining too. This is the time in the quarter … Continued
SP 500 earnings data (courtesy of IBES data by Refinitiv) continues to show positive sequential increases in weekly SP 500 earnings estimates for various time frames, which is usually a good thing. The correction being seen in the US equity … Continued
Each week, when the core IBES data by Refinitiv is dropped into the spreadsheets, I try and think about which of the datasets is most meaningful. This week, this table wasn’t what was expected: The expected y/y revenue growth … Continued
Ahead of the long weekend, here is what the SP 500 earnings data looks like, compliments of IBES data by Refinitiv. Only one name of note will report next week and that is Oracle, one of the 1990’s tech giants … Continued
First two-day vacation this weekend in – well – a while, which fortunately kept me off the blogs. Apologies for the last post. The SP 500’s August return is the best August return since 1984 (per CNBC, and per Ryan … Continued