August 2, 2024
Published by Brad Horn on August 2, 2024
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Market Update: Mid-Year Outlook 3Q.2024

Market Update: Mid-Year Outlook 3Q.2024 The midyear outlook provides an overview of the current market and our best ideas looking out over the next six months. The original aim of the report was to provide our clients with essential insight into the health of the economy given that the S&P500 […]
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October 17, 2023
3Q.2023 Earnings Update | Saffron Capital LLC
Published by Brad Horn on October 17, 2023
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3Q Earnings Update – S&P 500

3Q.2023 Earnings Update – S&P 500 Index Earnings The 3Q earnings season is off to a strong start with 7% of firms reporting.  In aggregate, actual earnings reported are 10% above consensus estimates.  As a result, the annual earnings growth rate for the S&P 500 index has increased from 0% […]
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September 11, 2023
3Q.2023 earnings estimates by sector S&P 500
Published by Brad Horn on September 11, 2023
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3Q.2023 Earnings Update – S&P 500

3Q.2023 Earnings Update – S&P 500 Index Earnings 3Q.2023 earnings for the S&P 500 index are increasing based on a bottom-up consolidaiton of earnings estimates by company.  Change results since June 30 vary widely by company and sector, but the consolidated change for the S&P 500 index is for annual […]
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July 23, 2023
Published by Brad Horn on July 23, 2023
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S&P 500 Earnings Update – 2Q.2023

S&P 500 Earnings Update – 2Q.2023 Index Earnings The S&P 500 earnings seasons for 2Q.2023 is well underway.  Currently, 91 companies or 18% of the index has now reported actual results.  In the upcoming week, a surge of 166 companies will report earnings, taking us to a total of 51% […]
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July 14, 2022
S&P 500 Earnings vs Returns 2Q.2022 | Saffron Capital | Minneapolis|
Published by Brad Horn on July 14, 2022
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S&P 500 Earnings Update – 2Q.2022

S&P 500 Earnings Update – 2Q.2022 Prelude to Earnings Season The second quarter earnings season ((2Q.2022) has just begun.  We share the latest  earnings forecasts for the S&P 500 index. Market Context Return Profile Prices and returns for the S&P 500 index are profiled at right.  In the second quarter, […]
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March 28, 2022
S&P 400 Returns Momentum vs Projected Earnings Changes Saffron Capital
Published by Brad Horn on March 28, 2022
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S&P 500 Earnings Update – 1Q.2022

S&P 500 Earnings Update – 1Q.2022 Prelude to Earnings Season The first quarter earnings season is about to get underway and its worthwhile to review the latest earnings forecasts prior to the release of actual results. First, lets look at EPS guidance issued by companies since the first of the […]
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November 3, 2021
S&P 500 Earnings vs Return Momentum 4Q.2021
Published by Brad Horn on November 3, 2021
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S&P 500 Earnings Insight

S&P 500 Earnings Update Actual Earnings – 3Q.2021 The third quarter earnings season is well underway.  Actual earnings have been reported for 328 of the companies in the S&P 500 index.  Specifically, net income for all the reporting companies is 40.4% higher than that reported 12 months ago. The actual […]
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July 6, 2021
Wind vane representing blogs and insights | Saffron Capital
Published by Brad Horn on July 6, 2021
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Q3.2021 Financial Market Outlook

Financial Market Outlook 3Q.2021 The Financial Market Outlook provides a top/down analysis of the U.S. stock market.  The objective is to identify those sectors, industries and firms that are most likely to drive stock market performance in 3Q. This article was updated on 05-Aug-2021. Multi-Asset Returns The reopening trade dates […]
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March 23, 2021
View of New York City | Saffron Capital
Published by Brad Horn on March 23, 2021
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Financial Market Outlook Q2.2012

Financial Market Outlook Q2.2012 With the start of the new quarter, a top-down market analysis is applied to define the outlook for equities in Q2.  The goal is to understand what market sectors are most likely to drive stock market performance as the economy transitions from a recovery phase into […]
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