High-Freq Data Monitor - 2026-04-15

Once again, not the slightest visible economic impact from high gasoline prices, with jobless claims an ultra-low 207,000 (and a nice beat). S&P 500 forward estimates continue to soar as earnings season gets underway. With only 16 out of 500 companies reporting so far, the average beat factor is coming in higher than last quarter's already ample level.