EPS: The S&P 500 Profitability Factor Keeps Shining
S&P 500 earnings estimates have dropped, making valuation-focused strategies more appealing amid slower growth and recession concerns. The WisdomTree U.S. LargeCap Fund ETF offers earnings-based exposure, outperforming the S&P 500 and trading at a P/E discount. EPS features solid risk metrics, a low expense ratio, and a defensive tilt, with top holdings in profitable large-cap tech and value stocks.
Investors who followed ‘sell in May and go away' are missing what could be the best May for the S&P 500 in decades
“The old axiom in the stock market about selling your stocks at the close of April and buying them back at the start of November used to make some sense,” says First Trust. Here's why it no longer does.
S&P 500 Gains and Losses Today: Index Rises After Trump Extends EU Tariff Deadline
Major U.S. equities indexes tore higher to kick off the holiday-shortened trading week after President Trump postponed new tariffs on imports from Europe and a report showed an uptick in consumer confidence.
Survey Suggests S&P 500 Could Continue Climb
Subscribers to Chart of the Week received this commentary on Sunday, May 18.
S&P 500 set to retreat despite geopolitical advances, China trade relations remain fragile
US equity futures are pointing to a weaker open on Wall Street on Tuesday, despite gains in most other global markets after US bond yields softened. Futures for the S&P 500 were down 0.7%, while contracts tied to the Nasdaq 100 were 0.8% lower and for Dow Jones Industrial Average down 0.4%.
So much for ‘Sell America' — S&P 500 tallies sixth straight win as stocks erase losses following Moody's downgrade
For a minute there, it looked like the “Sell America” trade was poised to make a comeback on Monday after Moody's decided to strip the U.S. of its top-tier credit rating late Friday.
JPMorgan CEO Jamie Dimon says markets are too complacent on tariffs, expects S&P 500 earnings growth to collapse
JPMorgan Chase CEO Jamie Dimon warned Monday about the risks of record U.S. deficits, tariffs and international tensions. Dimon, the chairman of the biggest U.S. bank by assets, said stock markets aren't properly representing the possibility of higher inflation and even stagflation.
Impact Of Trump Tariffs On S&P 500 Earnings
I never expected that the 145% (reciprocal plus base) tariffs between the US and China would last. The reason?
Moody's Downgrades U.S. Rating: What's Next for S&P 500 ETFs?
S&P 500 ETFs in focus as Moody's Investors lowers the United States' sovereign credit rating on escalating deficits and the rising burden of refinancing debt.
This stock trader called a bottom for the S&P 500. Here's what he's saying now.
Theo Trade's Jeff Bierman: “You have to be very careful how you approach this market. I would not rule out a 2009-style flash crash.
S&P 500 Earnings: Watching The Q2 '25 EPS Revisions; Harsh Cuts Already
Watching the annual EPS estimate revisions for the S&P 500, the expected, full-year, EPS growth for 2025 is now looking for 9% growth, versus the 14% growth rate as of October '24. The forward 4-quarter estimate (FFQE) fell again this week to $269.93 versus last week's $270.96, and the quarter's starting FFQE of $278.96. When looking back at the period during Covid (2020) and then the Fed rate hikes in 2022, what struck me, at least during Covid and the healthy stock market in 2021, was how far off the analysts were in predicting quarterly EPS growth rates.
S&P 500 Snapshot: A Climbing Week
The S&P 500 posted gains every day this week, climbing 5.3% from last Friday. The index is now sitting 3.02% below its record close from February 19th, 2025.
