1. 84% of S&P 500 companies mentioned 'uncertainty' in earnings calls. 2. Trade policy is a major source of unease among executives. 3. First-quarter earnings are exceeding expectations despite uncertainties. 4. S&P 500 may experience double-digit earnings growth for a second quarter. 5. Tariff impacts are not yet visible; deals with the U.K. may help.
Recent earnings have exceeded expectations, signaling economic resilience. Past instances showed that uncertainties can lead to initial downturns, but strong earnings often recover quickly.
The emphasis on uncertainty and tariffs could influence investor confidence. Strong earnings growth is pivotal for the outlook of the S&P 500, justifying a moderate importance score.
The looming uncertainties and trade policies will affect market sentiment soon. Earnings growth trends will likely drive S&P 500 performance in the immediate future.