Jurrien Timmer: Earnings growth drives market resilience amid recent turbulence

Jurrien Timmer: Earnings growth drives market resilience amid recent turbulence
Earnings boost cushions recent market loss

Jurrien Timmer, industry influencer, highlights the role of robust earnings growth in sustaining market resilience during recent periods of geopolitical uncertainty.

Timmer points out that earnings estimates have accelerated to a 20% year-over-year rate. Without this strong performance, he suggests the recent 9.8% drawdown could have approached nearly 20%.

Earlier, Timmer reported that the S&P 500 dropped 9.2 percent from recent highs while its P/E ratio fell 18 percent during market volatility, according to his recent note. He also observed gold's lack of rally despite heightened geopolitical tensions, citing a sentiment reversal among fast money traders in a separate post. These observations provide additional context to his current focus on earnings growth and market resilience.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.
Weekly Top Bonuses
up to $2,500
deposit bonus for all clients
CLAIM BONUS
Your capital is at risk.