Pretty hard to believe, given what we were facing in early April ’25 with “Liberation Day” but the estimated SP 500 EPS growth has risen from 8% in late June ’25 to 10% by late August ’25.
Doesn’t seem like a lot but it’s a bigger move than you’d thi… [2786 chars]
S&P 500 Valuation Supported by Rare Multi-Year EPS Upgrades Across Cycles
