With Q4 earnings season almost over and more than 8/10 firms having reported so far, here is the full picture (with data courtesy of Goldman and SocGen)
Another strong earnings season. S&P 500 aggregate 4Q profits grew by 12% year/year compared with consensus estimates of 8% growth at the start of earnings season. The median S&P 500 company grew EPS by 7% compared with a 6% expectation at the start of reporting season.
