Even if Trump carries out his most aggressive proposals, the results could be less damaging than they might seem.
It’s been 10 years with no growth in earnings and nine years with no gain in the stock market.
The Bank of Japan faces a rising risk that their policy has created a monster.
The gap between estimates for the year ahead and actual earnings is now the widest since 2009.
Analysts’ improving outlook for corporate earnings has tracked the trend of better-than-expected economic data.
Returns on global stocks have never been negative over the 10 years that followed valuations similar to where they are today.
Weak U.S. profit growth and Fed policy uncertainty have weighed on U.S. stocks
After suffering three recessions in eight years, Japan’s economy is struggling again.
The surge in the level of earnings estimates often drops off after each quarter ends.
Despite the stark differences in the first and second halves of the first quarter, a few themes dominated the performance trends.
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