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Improved 2026 EPS Outlooks, A Less Favorable Sentiment Set Up, Seasonal Trends
Manage episode 488044595 series 2907053
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The big things you need to know:
- First, consensus expectations for 2026 are inching up for S&P 500 EPS in a broad based way, a positive data point for the stock market but a slight one.
- Second, net bulls on the AAII survey have moved up sharply, and formally entered a less robust forward return environment last week.
- Third, the seasonal playbook reminds us that in recent years June and July have tended to be strong for the S&P 500 but that the transition into fall has been tricky with declines often seen in the August – October time frame.
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