Original article by David Rogers
The Australian – Page: 27 : 10-Apr-19

The S&P 500 has gained 23 per cent since late December 2018, and it is close to a record high. However, some observers expect the S&P 500 to record year-on-year negative earnings growth in the March 2019 quarter, for the first time in about three years. Michael Wilson of Morgan Stanley and Tobias Levkovich of Citigroup are upbeat about the earnings outlook for the March quarter, but they are cautious about the outlook for the second half of 2019.

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Original article by Timothy Moore
The Australian Financial Review – Page: 20 : 16-Jul-18

Expectations of earnings growth has been a major contributor to the rise of the S&P 500, which has gained 8.5 per cent since its February low. Market strategist Ed Yardeni notes that US corporate tax cuts in late 2017 have been the major driver of earnings growth. Analysts forecast earnings growth of 22.3 per cent in 2018 and 9.9 per cent in 2019. However, some analysts warn that earnings growth could come under pressure in the second half of 2018, due to factors such as the trade war with China and the rising US dollar.

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