Recession fears are growing on Wall Street after the release of disappointing U.S. economic data and a global market sell-off that led to the biggest one-day drop in the Japanese Nikkei 225 going back to 1987. But how real is that risk? Much depends on where you guess the economy is going: There is not a necessary relationship between earnings and U.S. GDP growth , but 2% GDP growth is often associated with earnings growth of 6%-10%.
The current scenario, where we are now, has 2025 earnings growth at 15%, with a multiple of 19.1. The S & P 500 is at roughly 5,346 . First forward scenario: Let's start with a bullish assessment: GDP remains at roughly 2% and international markets are stable. In that case, even if earnings expectations drop to 10% from 15%, the forward multiple is unlikely to slip into recession territory.
대한민국 최근 뉴스, 대한민국 헤드 라인
Similar News:다른 뉴스 소스에서 수집한 이와 유사한 뉴스 기사를 읽을 수도 있습니다.
출처: Investingcom - 🏆 450. / 53 더 많은 것을 읽으십시오 »