Fritz Meyer Economic Update, March 2019

From a year-over-year earnings gain of +23% in 2018, S&P 500 earnings growth is forecast to slow to just +4% y/y in 2019, before picking up to +12% y/y in 2020.
 
At 17.2 times trailing 12-month earnings and 16.5 times 2019's earnings forecast, the S&P 500 is trading right at fair value, and reasonably could be expected to trend gradually higher by year-end.
 
At this session, Fritz Meyer offers facts and analysis about:

• earnings expectations
• Fed policy
• interest rates
• OECD's weaker world economic forecast
• Wall Street Journal's latest poll of economists
• ISM's latest surprisingly strong non-manufacturing PMI  
• effects of a U.S.-China trade war
• Share buyback programs

An average of 90 professionals monthly over the last year gave Fritz's CE webinars an average rating of 4.9-stars.


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Fritz was the strategist at one of the world's largest investment companies for over a decade, before going independent and becoming a popular monthly presenter on A4A in 2011. He's not affiliated with any products, political party, or school of economic thought. Fritz's pragmatic analysis earns his presentations 4.8-star ratings monthly.