Global Growth Momentum and U.S. Tax Reform Drive Continued Strong Expectations Expectations Regarding 1Q18 Earnings Performance Relative to Consensus
Tax Reform Consumer Confidence
GDP Growth Tax Reform
Mar '17
52% 49% 50% 48%
Jun '17 Sep '17 Dec '17
44% 36%
39%
43% 43%
38%
Mar '18 18%
15%
11% 5%
Better Than
60%
Expect Sequential Improvement
In Line
91%
vs. 72% Last Quarter
9%
Worse Than
Expect In Line to Better Than Consensus Results vs. 95% Last Quarter
CORBINADVISORS.COM CORBINADVISORS.COM
6