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Monthly Chart Pack

Monthly Chart Pack - July 2026

Tuesday, 07 July 2026, written by Henk-Jan Pijper

Expectations are sky-high. As the graph below shows, 12-month forward EPS growth expectations for the US technology sector have surged to around 70% year-on-year - an exceptional level by historical standards. With second-quarter earnings season approaching, the bar is high. Against a backdrop of intense AI enthusiasm, even strong results may disappoint if they fall short of elevated expectations, potentially triggering a sharp decline in share prices.

Dive into our latest chart-pack, your one-stop hub for the sharpest macroeconomic visuals. Effortlessly navigate a treasure trove of economic and financial market indicators, from global trends to regional and country-level insights. For a more comprehensive assessment of whether current earnings expectations can be sustained, see our latest Tactical Asset Allocation report.
 

 

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