Exchange, ‘lost year’ for corporate earnings

Mr. Sunday, A Corporate America is trying to give a profit Trump tariff period It can be determined by slow growth and higher inflation.

So far, it comes very empty, but the preference can be made.

Current profit calculations for S & P 500 (^ GSPC) they are mostly useless.

“Our hypothesis has lost a full year of the EPS growth,” Trivariate research founder and CEO man wrote a new note on Monday. Parker – Who spent The role of the US head capital in Bernstein and Morgan Stanley in Sanford thinks that the “lost year” for corporate earnings.

The current low consensus gain of the expectations of (EPS) per share in S & P 500 is $ 268.70. Evaluates 9.6% of earnings in terms of annual comparison. Some of the largest EPS earned (see the table below) are seen in Technical Darlings in Nvidia (Nvda), Broadcom (Avgo), Netflix (Nflx) and Microsoft (Msft).

Parker believes in “no longer” against investors, this earnings growth numbers. He is the reasons for the increase in the increase of 1% EPS to $ 250 this year, “Probably a new base work”.

Parker, “In fact, an annual increase of one-year-old S & P500 earnings, expect a year of tariffs, the consensus will be rude in 2026 in 2026.”

Ives from Wedbush Tech Analyst, Yahoo Finance said it was impossible to evaluate future gains at the moment.

Sunday route – large corporate profits in a large part were gasped in unknown – Tariff fears on Monday are rippling in the world.

Dow Jones Industry Middle (^ Dji) At the beginning of today’s session, more than 1,200 points collected. Nasdaq composite (^ Mikhik) and S & P 500 (^ GSPC) Each one approached 3%.

Selling sales, closed to consumer spending as space (Gap) and lyft (Litt). Investors sold higher beta stocks in XPeng (Xp).

Read more about today’s market movement like Tariff Chaos Wall Street.

For digesting the punishing effect with markets under severe pressure New Tariffs of President TrumpGoldman Sachs returned the second time in a week by an increase in the probability of risk of recession.

Economists of the investment bank led by Jan Hatzius, take 45% chance of the US decline in the last week. Prior to this call, Goldman was at risk of 20% of the probability of decay.

“Markets are likely to be overpronent,” the chief companion and economist of an independent institute Judy Shelton told me Yahoo Financial Opening Offer Podcast. “This is a normal person’s response. Markets are somewhat behavior, and we will not know if this panic is right or not as soon as it sounds a little more.”