As Q1 earnings wrap up, we’re diving deep into what the data is actually telling us about where the economy — and the stock market — are headed next.

✔ 78% of S&P 500 companies beat earnings
✔ EPS growth is up 13.4% YOY
✔ But company guidance is barely trickling in
✔ Consumer sentiment just hit its second worst score ever
✔ And tariffs might not be fully priced into inflation yet

We break down sector-by-sector growth, expert forecasts for 2025 and 2026, and explain why the numbers might not match the mood. Is the market set to roar... or are we all just whistling past the graveyard?

Whether you’re positioning for the second half of 2025 or trying to cut through the hype, this episode gives you the real story behind the data.

🔍 Topics Covered:

• EPS and revenue growth trends
• Sector winners and losers for Q2 and beyond
• Why most companies aren’t giving guidance
• Consumer sentiment collapse
• Tariff effects on future inflation
• What rising P/E ratios could mean for your returns

Text Us 📲

Want FREE weekly market updates, Tim's top 10 dividend picks, and our portfolio updates delivered right to your inbox? Subscribe to our email list.

Stay connected. Follow us on social!

**DISCLAIMER**
Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.

Episode music was created using Loudly.