The stock market race to the price in a “lost year” for corporate profits

Mr. Market is trying to pricing the US companies’ profit authority in A. Trump’s tariff era This can be defined by slow growth and high inflation.

It is largely empty so far, but professionals say one conclusion can be taken.

Current profit estimates for S & P 500 (^GspcUse mainly.

Adam Parker, founder and director of the CEO of Trivariate Adam Parker wrote in a new note on Monday, “Our assumption is a full year of EPS growth.” Parker – from detained The main American stock strategy in Sanford Bernstein and Morgan Stanley – will be a “lost year” for companies’ profits.

The current consensus of each shares (EPS) is expected to consider the S&P 500 268.70. This estimates 9.6 % on an annual basis. Some of the largest EPS (see chart below) is seen in NVIDIA technology (Nvda), Broadcom (AVGO), Netflix (Nflx), And microsoft (Msft).

Parker claimed that investors “no longer” believed that profit growth numbers. It is the reasons that the growth of the share profitability of 1 % this year to $ 250 per share “may be a new basic issue.”

Parker explained, “In essence, what happened is that the growth of the S& P500 profits that have been removed through infection from the definitions, and we expect the consensus to be 2026 EPS is almost in line with the actual EPS 2027.”

Dan Evz, the Wedbush Tech and Yahoo Finance analyst that it is impossible to estimate future profits at the present time.

The market march has continued – in a large part of the unknown companies’ profit – until Monday as the tariff fears all over the world.

Dow Jones Industrial Co (^DjiMore than 1,200 points fell early in today’s session. Nasdaq compound (^IOCE) And s & p 500 (^GspcAll about 3 % decreased.

The sales operations continued with names related to spending on consumers such as the gap (gap) And lyf (Lift). Investors also sold higher experimental shares in Xpeng (Xp).

Read more about the movement of the market today, as the identification chaos is dominated by Wall Street.

With the markets under severe pressure, because it digests a punishment effect President Trump’s new tariffGoldman Sachs returned to The second time a week With an increase in the possibility of recession.

Economists at the Investment Bank, led by Jean Hatzius, sees 45 % of the American recession in the next twelve months, an increase of 35 % last week. Before that call, Goldman was at the risk of recession by 20 %.

“There is a possibility that the markets are exaggerated in the reaction.” Judy Shelton told me On Yahoo Finance. “This is a natural humanitarian response. The markets are somewhat behavioral, and we will not know whether this panic is justified or not until it plays a little more.”