RBC Says Hope Overwhelms Reality in Keeping Earnings Estimates

  • Profit expectations remain strong even as stock markets plunge
  • ‘Recession pops up on almost every other conference call’

Stock analysts have been sticking to their earnings estimates despite a dramatic change in the economic outlook. They may soon have reason to get more pessimistic, according to executives at one of Canada’s largest investment managers.

Photographer: Christinne Muschi/Bloomberg
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Stock analysts have been sticking to their earnings estimates despite a dramatic change in the economic outlook. They may soon have reason to get more pessimistic, according to executives at one of Canada’s largest investment managers.

Most sell-side analysts are not pricing in the full impact that rising interest rates could have on corporate profits, said Stuart Kedwell of RBC Global Asset Management Inc.