PRESS ROOM
Inflation continues to be a hot topic in equity markets
Friday 18th February '22
According to FactSet (as of 14 February), 75% of S&P 500 companies cited ‘inflation’ in their fourth quarter earnings calls. Nevertheless, earnings growth remains on track. FactSet also reported, on 11 February, 30% earnings growth for S&P 500 companies for a fourth straight quarter and earnings growth of more than 45% for the full year. These above-average growth rates are due to a combination of higher earnings in 2021 and an easier comparison to weaker earnings in 2020 due to the negative impact of COVID-19 on a number of industries.