Earnings estimate jumps 39% year-over-year against 19% expected growth, Jurrien Timmer notes

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Earnings estimate jumps 39% year-over-year against 19% expected growth, Jurrien Timmer notes — Earnings estimate rise slows for next year

Jurrien Timmer questioned whether peak earnings growth has been reached, pointing out that the next 12 months earnings estimate is up 39% from a year ago but appears elevated relative to an expected 19% growth rate over the next year.

Timmer added that the base effect is starting to have an impact on these figures.

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Timmer has recently highlighted broader market levels in previous commentary. He noted that the S&P 500 is 5% below its cyclical trendline but remains above the secular trendline. He also pointed out that the KOSPI index is barely holding at a potential neckline.

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