JPMorgan-Equity Strategy Earnings trends are showing a rotation in ce...-108300076

2024-05宏观经济29免费

📄 文件全名: 《JPMorgan-Equity Strategy Earnings trends are showing a rotation in ce...-108300076.pdf》
🎯 适合读者: 投资人行业研究员
📊 核心数据: 1.9% 2.1% 0.6% 1.2%
for 9% yoy EPS growth in Q1, only for these to be cut to 1% hurdle rate at the
low ahead of the results starting in April, and in the end companies reported 6%
downgraded further from current 5% yoy growth rate forecast, to ultimately
• For S&P500, Q3 and Q4 EPS are needed to accelerate smartly, by 16% vs Q1
🏷️ 核心议题: #GDP#PMI

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报告摘要

Global Markets Strategy Mislav Matejka, CFA AC mislav.matejka@jpmorgan.com

📋 核心要点(部分)

19 May 2024
5.1%
8.7%
4.3%
0.4%
0.90
0.95
1.00

❓ 常见问题

《JPMorgan-Equity Strategy Earnings trends are showing a rotation in ce...-108300076》主要包含哪些内容?

Global Markets Strategy Mislav Matejka, CFA AC mislav.matejka@jpmorgan.com核心数据:1.9% 2.1% 0.6% 1.2%;for 9% yoy EPS growth in Q1, only for these to be cut to 1% hurdle rate at the;low ahead of the results starting in April, and in the end companies reported 6%。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文约 29。

这份报告是免费的吗?如何获取?

本报告免费查阅,登录资料宝后即可在线获取完整内容。

这份报告适合哪些读者?

适合投资人、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了GDP、PMI等议题。