Are 'Off The Charts' Earnings A Potential Risk For Markets?
TD Wealth·2026-05-09·via All Articles on Seeking Alpha
Summary
Corporate earnings have been remarkably strong this quarter.
That strength has decoupled from underlying economic growth, which could pose a risk.
Analysts will now also hike their expectations, with the hurdle becoming harder for companies to clear.
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Corporate earnings have been remarkably strong, but according to Jeff Evans, Vice President, Director and Lead of Empirical Research and PM Support with TD Asset Management, the decoupling from economic growth could pose a longer-term risk as expectations move
