News or Noise: Weighing Trade Concern Against a Backdrop of Fiscal Stimulus

By Growth, Investments

S&P 500 earnings growth has been booming thus far in 2018. In Q1, earnings gained 14.8% year-over-year and are forecast to grow by 20.3% in Q2, as opposed to Q2 2017. Much of the boom in earnings is coming from the December tax cuts, however, the economy continues to expand, even accelerate. Based on their latest data, the Atlanta Fed reports a real-time estimate for Q2 GDP. They call it GDPNow.

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