Aggregate stock market cash flow expectations

Survey expectations of dividend growth and earnings growth for the S&P 500. 

Dividend growth (download)  (notes)

Earnings growth (download) (notes)

Suggested citations: 

De la O, Ricardo, and Sean Myers. "Subjective cash flow and discount rate expectations." The Journal of Finance 76.3 (2021): 1339-1387. 

De la O, Ricardo, and Sean Myers. "Which Subjective Expectations Explain Asset Prices?." The Review of Financial Studies 37.6 (2024): 1929-1978.