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Separating Politics from Fundamentals

February 21, 2017 : Permanent Link

(Harvest) In the U.S. at the moment, politics seem to be sucking all the oxygen out of the room as far as news coverage is concerned. But this masks the fact that, at a fundamental level, corporate America is steadily improving. As we near the end of the fourth quarter reporting season, earnings growth for the S&P 500 has risen over 5%.This will be the first time the S&P 500 has seen year-over-year earnings growth for two consecutive quarters since the fourth quarter of 2014.

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