Insights | Research from State Street Markets | Test for WP public paper updated 0429

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Test for WP public paper updated 0429

By Alex Cheema-Fox, Antoinette Schoar, Article author with subsection

Apr 28, 2022

Strong results so far. At lot is riding on this earnings season – stocks are up nearly 20% this year while macro headwinds are gathering pace. Slowing growth and more hawkish-sounding central banks are pulling equity multiples lower, leaving it to the strong corporate earnings to propel market higher. And strong they are! Nearly two hundred companies reported their earnings so far with over 70% exceeding analysts’ expectations globally. Proportion of positive earnings surprises is over 80% in the US.Strong results so far. At lot is riding on this earnings

added in 0429

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1.Peter L. Bernstein Award for Best Article in an Institutional Investor Journal in 2013; Doriot Award for Best Private Equity Research Paper in 2022; Bernstein-Fabozzi/Jacobs-Levy Award for Outstanding Article in the Journal of Portfolio Management in 2006, 2009, 2011, 2013 (2), 2014, 2015, 2016, 2021; Roger F. Murray First Prize for Research Presented at the Q Group Conference in 2012 and 2021; Graham & Dodd Scroll Award for article in the Financial Analysts Journal in 2002 and 2010.