EPS Growth – Political Party and S&P 500 Profits Cycle

EPS Growth – Political Party and S&P 500 Profits Cycle While election results can impact markets in the short term, the underlying profitability of companies is a stronger driver of stock prices over time. Image: BofA US Equity & US Quant Strategy

S&P 500 Net Profit Margin

S&P 500 Net Profit Margin The anticipated expansion in S&P 500 net profit margins over the upcoming quarters suggests a potentially favorable outlook for profitability. Image: Goldman Sachs Global Investment Research

Share of U.S. Corporate Profits from Foreign Markets

Share of U.S. Corporate Profits from Foreign Markets Foreign markets, including emerging markets, significantly contribute to the profits of U.S. corporations. Specifically, they account for 16% of U.S. corporate profits, with emerging markets making up 4% of these profits. Image: Goldman Sachs Global Investment Research

Cumulative Change in Real S&P 500 and Real Profits

Cumulative Change in Real S&P 500 and Real Profits The widening gap between the real S&P 500 and real profits is raising concerns about the possibility of a new bubble forming in the stock market. Image: Real Investment Advice

S&P 500 Adjusted Net Profit Margin and Info Tech Margins

S&P 500 Net Profit Margin and Info Tech and Communication Services Margins The “tech” sector continues to sustain high profit margins in comparison to other industries, highlighting its robustness and resilience in the ever-evolving market landscape. Image: Goldman Sachs Global Investment Research

FMS Investors and Profit Expectations

FMS Investors and Profit Expectations FMS global profit expectations are now more optimistic than they have been since February 2022. Image: BofA Global Fund Manager Survey