Market Overview Updates

5 U.S. ECONOMIC CHARTS TO WATCH IN 2019

Volatility returned to global equity markets in a dramatic way at the end of 2018, and is carrying over into 2019. Concerns about global economic growth, particularly in China, are driving the uncertainty. What U.S. data should we be looking at as we begin 2019?

S&P 500 2019 EARNINGS PREVIEW: HIGHER GLOBAL EXPOSURE = LOWER EARNINGS & SALES GROWTH

As of December 21, the estimated earnings growth rate for CY 2019 is 7.9%. All 11 sectors are projected to report year-over-year growth in earnings, led by the Industrials, Consumer Discretionary, Energy, and Financials sectors.

S&P 500 2018 EARNINGS PREVIEW: HIGHEST EARNINGS GROWTH IN EIGHT YEARS

As of today (December 21), the estimated earnings growth rate for CY 2018 is 20.3%. If 20.3% is the final growth rate for the year, it will mark the highest annual earnings growth for the index since 2010 (39.6%). All 11 sectors are projected to report year-over-year growth in earnings. Nine of the 11 sectors are predicted to report double-digit earnings growth, led by the Energy, Materials, and Financials sectors.

Washington Post, October 2018. This is almost ‘too good to be true’.

The nation’s central bank is predicting an unprecedented period for the economy of unemployment staying under 4 percent and inflation remaining low through 2020.

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