Europe is finally delivering on earnings growth
LONDON | UBS analysts | Actual reported earnings are showing strong numbers; based on reported earnings so far Q2 is one of the strongest seasons in c. 5 years.
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Spanish 3-month EPS hits new all-time high
MADRID | The Corner | The pace of Global net EPS revisions has declined in August to -6.9% from -0.6% in July, although it is more significant the 3-month net earnings revisions that has improved from -7.9% to -7.0%, according to Hugo Anaya in his comment for JP Morgan.
EPS: where will multiples get?
MADRID | The Corner | Markets are wondering where will expansion of multiples will get given this low macro volatility environment and expansionary monetary policies at the global level.