Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why:


Brad: Earnings continue to be solid for S&P companies, sales even stronger


Source: Strategas as of 08.01.2022


Dave: … that said, forward earnings estimates are starting to come down


Source: Strategas 08.01.2022


Dave: Contrasting that, estimate for small-cap companies are actually on the rise


Source: Raymond James as of 08.01.2022


Joseph: Shale companies have become major cash generators in recent years


Source: Bloomberg 08.01.2022


Joseph: Our economy is certainly testing the traditional measures of stagflation


Source: Jeffries as of 08.01.2022


Beckham: And web searches for “recession” are starting to overtake “inflation”


Source: Piper Sandler as of 08.02.2022


Dave: This year’s equity performance continues to be a story of valuation compression NOT earnings contraction


Strategas as of 07.29.2022


JL: If June was the bottom, it looked nothing like previous Fed-driven lows


Source: Bianco as of 08.04.2022



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The Consumer Price Index (CPI) measures the change in prices paid by consumers for goods and services. The CPI reflects spending patterns for each of two population groups: all urban consumers and urban wage earners and clerical workers.

The S&P 500® Index is the Standard & Poor’s Composite Index and is widely regarded as a single gauge of large cap U.S. equities. It is market cap weighted and includes 500 leading companies, capturing approximately 80% coverage of available market capitalization. 

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