Tag Archives: corporate earnings

Second-quarter results were well above estimates, but average earnings surprises were modest in the US and consensus estimates for 2018 have stalled.The Q2 2017 reporting season demonstrated that corporate results dynamics remain robust across developed economies. Sales and profit figures came in well above estimates in the US, Europe and Japan. The trend for profit growth has sustained equity markets’ total returns year to date. But due to the weakness of the US currency, returns in that...

Analysis suggests that earnings growth should reach double digits in most major markets, helping to underpin equity markets.Corporate earnings growth for Q1 2017 surprised positively across major economies. Among the key trends of this earnings season has been the synchronisation not only of the macroeconomic cycle, but also the earnings cycle. Indeed, all markets exhibited strong trends in corporate profit growth. In particular, Japan and Europe provided significant positive surprises. The...

In 2016, we could see upward revisions in earnings expectations as the year progresses. But while earnings may be improving, we believe equity markets hold limited upside potential Read full report here The first quarter results season is almost over, and has been marked by positive surprises from Europe and, less so, the US, while Japanese earnings appear to have suffered from the strength of the yen. US and European net earnings came out 1.4% and 11.2% ahead of expectations, respectively,...