Earnings growth to continue, Goldman says, but US policy risks cloud outlook

Investing.com - Earnings growth will likely be a key future driver of US equities, although possible policy shifts during the upcoming Trump administration could impact the outlook for stocks, according to analysts at Goldman Sachs.

Expansion in per-share income has been fastest in the communication services and information technology, rising by 22% and 20%, respectively. However, this was offset by a 29% drop in the energy sector, reflecting a recent drop in They added that consensus earnings per share estimate revisions have also returned to a more typical"modest downward" trajectory after remaining stable for much of 2024 -- thanks in part to sunny forecasts for the so-called Magnificent Seven megacap players.) year, S&P 500 earnings per share are now seen expanding by 11%.

But Trump's proposed blanket levy of 10% to 20% on imports into the US, as well as heavy tariffs on China, could"reduce earnings via weaker consumer spenidng, retailatory tariffs on US exports, and increased uncertainty," the analysts flagged.Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors.

Italia Ultime Notizie, Italia Notizie

Similar News:Puoi anche leggere notizie simili a questa che abbiamo raccolto da altre fonti di notizie.

Goldman Sachs says these stocks are a table-pounding buy ahead of earningsGoldman Sachs says these are the best positioned stocks ahead of earnings.
Fonte: CNBC - 🏆 12. / 72 Leggi di più »

Goldman Sachs stock rises as Q3 earnings beat expectationsGoldman Sachs stock rises as Q3 earnings beat expectations
Fonte: Investingcom - 🏆 450. / 53 Leggi di più »

Goldman Sachs Stock Drops Despite 54% Earnings Jump: Time to Buy?Stocks Analysis by ValueWalk (Dave Kovaleski) covering: Goldman Sachs Group Inc. Read ValueWalk (Dave Kovaleski)'s latest article on Investing.com
Fonte: Investingcom - 🏆 450. / 53 Leggi di più »

Earnings guide: Here's what to expect from the 'Mag 7' ahead of third-quarter earningsMegacap tech has powered the two-year bull market. But the stocks have come under pressure as Wall Street wonders whether they have more room to run.
Fonte: CNBC - 🏆 12. / 72 Leggi di più »

Here's an earnings homework checklist so you can be ready when your companies reportYou never want to be playing catch-up in real time while trying to make important buy, sell, or hold decisions.
Fonte: CNBC - 🏆 12. / 72 Leggi di più »

Jim Cramer explains why investors should wait out ‘sloppy' post-earnings tradingCNBC’s Jim Cramer pointed to ASML, a semiconductor company that saw shares plunge after it posted discouraging earnings a day earlier than expected.
Fonte: NBCNewYork - 🏆 270. / 63 Leggi di più »