Homrich & Berg: S&P 500 EPS growth on track for 31.1%, topping expectations

• S&P 500 earnings growth is tracking at 31.1%, exceeding preseason expectations of 24.5%, despite disappointing results from several mega-cap technology companies.
• Ten-year Treasury yields fell below 5% from an October high of 5.36%, helping small-cap stocks recover from correction territory.
• US small caps led major market segments year to date; emerging markets fell more than 8% in October.
• WTI crude closed October just above $104 a barrel, intensifying inflation pressures as the Iran conflict weighed on the earnings outlook.
• The Fed paused rate increases despite persistent inflation; two policymakers dissented in favor of a hike, while futures still priced a December increase.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Homrich & Berg Inc published the original content used to generate this news brief on November 02, 2026, and is solely responsible for the information contained therein.