Earnings So Far: Financials Saving the S&P500

Here’s a few info graphics (courtesy of the WSJ) on the Earnings so far this quarter:

Q2 2006 Earnings (by sector)
click for larger graphics

Earnigns_chart

Q2 2005 versus Q2 2006 (by sector)

Q2_06_vs_q2_05

With the exception of Consumer Discretionary (up slightly) and the Financials — which are up huge year over year — every other sector is diminished, some significantly.

The message is somewhat mixed: Financials can offer leadership to a market on the upside; However, it appears the majority of sectors are seeing their earnings gains (relative speaking) taper off.

The only real stars here (relatively speaking) seem to be the brokers . . .

>

Source:
Earnings
Checkpoint:
The Quarter So Far

WSJ, July 25, 2006
http://online.wsj.com/documents/info-SNPearnings06.html

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