Search Results for: corporate

Corporate Clients – Buybacks (4-Week Average) Stock buybacks by corporate clients remain strong. Image: BofA Global Research

FMS Investors – Net % Say Corporate Earnings Will Improve vs. S&P 500 Consensus Forward EPS Will analysts continue to lower S&P 500 earnings estimates? Image: BofA Global Fund Manager Survey

Corporate Profits After Tax vs. S&P 500 The gap between the S&P 500 and corporate profits after tax remains wide. Has the S&P 500 more room to fall? Image: Real Investment Advice

Ownership Breakdown of the U.S. Equity Market (Share of Corporate Equity Market) Demand for U.S. equities is driven by U.S. households, foreign investors, passive mutual funds and ETFs. Image: Goldman Sachs Global Investment Research

U.S. Corporate Sector Profits vs. CEO Confidence Weak CEO confidence suggests that U.S. corporate profits are at risk. Image: Longview Economics

Corporate Clients’ 4-Week Average Buybacks vs. S&P 500 Total Quarterly Buybacks Will the new tax on corporate share repurchases curb share buyback activity? Image: BofA Global Research

U.S. Corporate Debt to Equity U.S. corporate debt to equity is just 25%. Image: BofA Global Research

Earnings – Corporate Sentiment vs. Quarterly EPS YoY (Leading Indicator) Corporate sentiment tends to lead earnings growth by 3 months, suggesting earnings downside risk. Image: BofA Global Research

Earnings – Conference Board CEO Confidence vs. U.S. Corporate Profits YoY Change Should investors be worried about an earnings recession? CEO confidence doesn’t bode well for U.S. corporate profits. Image: Morgan Stanley Wealth Management

S&P 500 Index Operating Margin and U.S. Corporate High Yield Index High yield bonds may suggest a decline in corporate operating margins. Image: Morgan Stanley Wealth Management