Sales growth estimates for companies around the world began sliding towards the middle of 2014 as the price of oil began its months-long setback. In the first chart below we show the average and median company's next 12 month sales growth estimate for the MSCI...
Analyst estimates of future corporate performance can be some of the most confusing financial data items out there in no small part due to the multitude of different ways of measuring them....
With earnings season on the horizon, we thought we’d take a quick tour of estimates around the globe. Positive revisions to sales and earnings estimates in developed countries have hovered around 20% to 25%, respectively, over one-, three-, and six-month time periods....
Yesterday we noted here the fact that EPS estimates have fallen versus 3 months ago for most stocks in the developed world. In a similar vein, today we note that top line estimates are rising for only 37% of stocks in the MSCI developed world index,...
Quick name the two best performing sectors YTD in the MSCI World… Is it surprising that the top of leader boards reads in bright green Utilities (5.24%) and Health Care (5.07%)? Third place goes to Materials which is trailing by a significant margin (1.49%)....
