Fiona Harris

speaker

273 appearances 1 recordings 1 series first heard Aug 2026 last heard 6 Aug

Fiona Harris’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.

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On Point · ep 386 | Spotlight on the US equity market · 6 Aug 2026 podcast

The yield on it.

But actually, the P multiple on the market is down.

Why?

Because the power of this earnings growth.

I think we sometimes forget the long-term average year-over-year growth in S&P earnings is

is around 7%, right?

That's good earnings growth.

Today, we're talking about numbers in the 20% range, 24%, 25%, right?

So really strong earnings growth.

And we had really good earnings growth last year.

And so you can see why this market is going higher.

The underpinnings are earnings.

And we're seeing it broaden out.

Now, we talked about this last year.

We talked about broadening out last year.

But the earnings revisions went in one direction.

Those big hyperscalers, right?

Because they had that big capex spend that's continued as well.

So the earnings revisions didn't run out last year.

They actually were very focused on the NORA cohort of stocks.

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