Improved 2026 EPS Outlooks, A Less Favorable Sentiment Set Up, Seasonal Trends Podcast Por  arte de portada

Improved 2026 EPS Outlooks, A Less Favorable Sentiment Set Up, Seasonal Trends

Improved 2026 EPS Outlooks, A Less Favorable Sentiment Set Up, Seasonal Trends

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The big things you need to know:

  • First, consensus expectations for 2026 are inching up for S&P 500 EPS in a broad based way, a positive data point for the stock market but a slight one.
  • Second, net bulls on the AAII survey have moved up sharply, and formally entered a less robust forward return environment last week.
  • Third, the seasonal playbook reminds us that in recent years June and July have tended to be strong for the S&P 500 but that the transition into fall has been tricky with declines often seen in the August – October time frame.

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