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Moneyfarm: Earnings expectations diverge - Wealth DFM

Summary by Wealth DFM
Equity markets have performed well recently, driven in particular by renewed optimism in the US around Artificial Intelligence. It’s tempting to dismiss some of this as exuberance about a long-term future, but digging into the shorter term data, we can see more immediate signs of optimism.  The chart below shows expected earnings growth for 2025 in the US and Europe, and how those expectations have changed over time. At the start of the year, an…
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Wealth DFM broke the news in on Thursday, August 14, 2025.
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