This cycle’s earnings performance has been exceptional. If EPS were to top out today, the peak-to-peak annualized performance from the last cycle high will have been the strongest among six cycles since the early 1970s. Nonetheless, nominal growth in EPS has been boosted by elevated inflation, which has supplied almost one-half of the last five years’ growth rate.
Apr
05
2025
A Long-Term Take On Earnings
Login
For full access, please enter your credentials.
Not a Subscriber?
If you are interested in subscribing to The Leuthold Group, contact us online or give us a call at 612-332-1567.
Contact UsAbout The Author
current issue
featured articles
- Dot-Com 25th Anniversary Series Part 5: A Pocket Guide To Financial Bubbles
- A Cycle In Value Is Underway
- Slowdown Or Recession? Watch The S&P 500 Index!
- How Low Could It Go?
- Growth Cracks Deepen: Worst Two-Month Stretch Since 2008
- That Sinking Feeling
- A Long-Term Take On Earnings
- A Terribly-Timed Tariff Tantrum
- Factor Tilt Update
recent tags
Gold
(84)
Dollar
(56)
Easing
(1)
CPI
(171)
Market Rotation
(2)
Election
(10)
Inflation
(585)
Recession
(69)
Value
(131)
Growth
(119)
Factor Performance
(18)
Japan
(48)
Yen
(7)
Wealth Effect
(9)
Bank Lending
(1)
Resession
(1)
Time Cycles
(6)
Breakeven Rate
(1)
Oil
(48)
Treasuries
(79)