The Weekly Brief

JP Morgan
By September 11, 2017 11:02

The Weekly Brief

Thought of the Week

Estimates for S&P 500 earnings per share (EPS) for the next 12 months have been steadily increasing since the US election in 2016, helping push the US stock market higher. Investors may incorrectly assume analysts have revised earnings estimates higher on the expectation of US corporate tax cuts. However, since the election, analyst estimates for earnings at the end of 2017 and 2018 have actually come down slightly. The rise in 12 month forward earnings estimates has been driven merely by the passage of time, as investors shifted from focusing on end of 2017 earnings forecasts, prior to the election, to focusing more on end of 2018 earnings forecasts. As no US tax cuts in 2018 are expected by analysts, earnings shouldn’t be downgraded if they are not delivered. 

JP Morgan
By September 11, 2017 11:02

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