Bloomberg Surveillance · Thursday, September 17, 2026
While the rate of year-on-year earnings growth has likely peaked, the market is transitioning to the understanding that a strong earnings-driven growth trajectory is still expected into 2027. Analysts suggest that despite the peak growth being behind us, the underlying trend remains positive for corporate earnings.
“Look, it's going to be another amazing quarter, but that was peak. rate of growth and peak surprise. And that's one of the reasons the market has been as choppy as it's been for the last month or so, is because investors are digesting the concept that you've reached peak, but they're transitioning to the message that even if that was peak, we're still at a fantastic earnings-driven growth trajectory into 2027.”
“So that was peak. I'm sorry, split the difference. 18%? So big.”