Global economic indicators have improved in all major regions, as seen in Citigroup’s data change indices, especially for newfound momentum in the U.S. into yearend—leading to a sustained pick up in corporate earnings expectations globally. Nevertheless, 2018 EPS growth consensus of 10% seems achievable, and robust global economic growth and easy financial conditions should limit the scope for disappointment.

– Source: JPM AM

For further information, please read the attachment (PDF)