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Apollo: There are no signs of a slowdown in corporate earnings expectations, see chart.
What say? too much optimism or justified?
The chart below shows consensus expectations for earnings for the Magnificent Seven and the S&P 493 since Liberation Day.
Earnings expectations for the Magnificent Seven have increased significantly. But expectations for earnings for the S&P 493 are basically unchanged.
**The bottom line is that the consensus does not expect AI to improve profitability for corporate America outside the tech…
#S&P500 Operating Earnings Per Share | Ed Yardeni