The market is pricing in an abrupt slowdown in future EPS growth.
At current valuations market is implying the 17% CAGR of EPS growth drops to 5% in the years ahead.
Semis look the most extreme. Implied growth drops from 21% to 2%.
Post by YWR
Post
The market is pricing in an abrupt slowdown in future EPS growth.
At current valuations market is implying the 17% CAGR of EPS growth drops to 5% in the years ahead.
Semis look the most extreme. Implied growth drops from 21% to 2%.