LIVE MARKETS-US earnings view improves after results kick off this week
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US EARNINGS VIEW IMPROVES AFTER RESULTS KICK OFF THIS WEEK
Mostly stronger-than-expected results this week have helped boost the S&P 500 earnings growth forecast for the second quarter, with estimated growth from financials .SPSY up sharply from a week ago, according to LSEG Friday.
Analysts now see year-over-year second-quarter 2025 earnings growth of 6.7% for S&P 500 .SPX companies, according to LSEG data as of Friday. The latest forecast is based on results from 59 of the S&P 500 companies and estimates for the rest.
That forecast is up from 5.7% just a week ago.
Results included a slew of reports this week from big banks and other financial companies, which essentially kicked off the reporting period. Earnings growth for the financial sector is now seen at 9% compared with 2.7% a week ago, based on LSEG data.
Some 81% of reports so far are beating analysts' expectations on earnings. That's above the 76% average from the past four reporting periods.
Second-quarter earnings growth estimates went down sharply in early April when U.S. President Donald Trump launched his trade war.
(Caroline Valetkevitch)
EARLIER ON LIVE MARKETS:
INDIVIDUAL INVESTOR BEARS PUSH FORWARD, BULLS BACKTRACK - AAII CLICK HERE
STRATEGIST SEES MORE S&P 500 HIGHS DESPITE INVESTOR NERVES CLICK HERE
TGIF DATA: UMICH, HOUSING STARTS/BUILDING PERMITS CLICK HERE
WALL STREET MIXED, BUT S&P 500, NASDAQ PUSH FURTHER INTO RECORD HIGH TERRITORY CLICK HERE
NASDAQ AND S&P 500 ACHIEVE NEW HIGHS, DOW NEARS KEY LEVELS CLICK HERE
US BUDGET BILL TO CUSHION CORPORATE EARNINGS FROM HIGHER TARIFFS - BOFA CLICK HERE
FAVOUR QUALITY STOCKS WITH BALANCE SHEET STRENGTH OVER HIGH PROFITABILITY ONES - JPM CLICK HERE
WORRIES BUILDING BUT EARNINGS, GROWTH HOLDING UP CLICK HERE
STOXX HEADS HIGHER, SET FOR WEEKLY GAIN CLICK HERE
EUROPE BEFORE THE BELL: FUTURES HIGHER AS CONSUMER HOLDS UP CLICK HERE
STOCKS BUOYANT BUT JAPAN VOTE BRINGS RISK CLICK HERE
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