❗ Today in the USA, the corporate earnings season begins.



Analysts agree on one thing: growth is slowing down.

▪️ FactSet expects that the profit of S&P 500 companies in the second quarter will grow by only 4.8% — this is the weakest pace since the end of 2023.
▪️ LSEG is slightly more optimistic — 5.8% compared to 13.7% in the first quarter.
▪️ UBS has already reduced its profit growth forecast for the entire year of 2025 to 6%, warning of a possible technical recession in the second half of the year.
▪️ JPMorgan is also cautious: inflation and import tariffs may slow down EPS growth, and the index target for the end of the year has been lowered to 6300 points.
▪️ Charles Schwab confirms: inflation and trade risks are pressuring companies' margins.

But there are also bullish forecasts:

▪️ Goldman Sachs raised the target for the S&P 500 to 6500 points, citing strong demand for AI stocks and no signs of recession.
▪️ Sanctuary Wealth expects the index to rise to 7000 (+12% from current levels).
▪️ Deutsche Bank sees the same range — 6800–7000.

What does this mean for the crypto market?

If the reports are disappointing, capital may start flowing into crypto as an alternative asset.
If the reports are strong, crypto will still gain momentum - as part of the overall rally.
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Share
Comment
0/400
No comments
Trade Crypto Anywhere Anytime
qrCode
Scan to download Gate app
Community
English
  • 简体中文
  • English
  • Tiếng Việt
  • 繁體中文
  • Español
  • Русский
  • Français (Afrique)
  • Português (Portugal)
  • Bahasa Indonesia
  • 日本語
  • بالعربية
  • Українська
  • Português (Brasil)