John Butters

2 weeks ago | insight.factset.com | John Butters

Given concerns in the markets about tariffs and inflation, was there a significant increase in the number S&P 500 companies commenting on inflation during their earnings conference calls for Q1 2025 relative to recent quarters? The answer is no. FactSet Document Search (which allows users to search for key words or phrases across multiple document types) was used to answer this question.

2 weeks ago | insight.factset.com | John Butters

The median estimate (year-over-year, not seasonally adjusted) for the consumer price index (CPI) for the month of May 2025 is 2.5%. If 2.5% is the actual year-over-year increase in the CPI, it will mark the first increase in the number compared to the previous month since January 2025. However, it will also be below the trailing 12-month average of 2.7%. The April 2025 consumer price index increased by 2.3% (year-over-year, not seasonally adjusted), compared to the median estimate of 2.4%.

3 weeks ago | insight.factset.com | John Butters

Artificial intelligence has been a focus topic for the market. Given the heightened interest, have more S&P 500 companies than normal commented on “AI” during their earnings conference calls for the first quarter? The answer is yes. FactSet Document Search (which allows users to search for key words or phrases across multiple document types) was used to answer this question.

3 weeks ago | insight.factset.com | John Butters

The median estimate for total nonfarm payroll employment for the month of May 2025 is 130,000. If 130,000 is the actual increase in nonfarm payrolls, it will mark a decrease relative to the previous month. It will also be below the trailing 12-month average of 156,800. April 2025 total nonfarm payroll employment increased by 177,000 compared to the median estimate of 133,000.

3 weeks ago | insight.factset.com | John Butters

With NVIDIA reporting actual results for Q1 on May 28, all the companies in the “Magnificent 7” have now reported earnings for the first quarter. How did the earnings reported by these seven companies perform relative to analyst expectations and year-ago results? On March 31, the estimated earnings growth rate for the “Magnificent 7” companies for Q1 was 16.0%. Overall, 86% (6 out of 7) of the “Magnificent 7” companies reported a positive EPS surprise, compared to 78% for all S&P 500 companies.