Search Results for: tax

Large U.S. Tax Hikes Trump’s tariffs represent the most significant U.S. tax increase since 1968, raising widespread concerns about their long-term effects on the economy. Image: J.P. Morgan

Estimated Earnings Impact of 1pp Change in Statutory Tax Rate A one percentage point change in the corporate tax rate can have a measurable impact on U.S. corporate earnings, with small companies often feeling the effects more acutely than their larger counterparts. Image: Goldman Sachs Global Investment Research

U.S. Corporate Income Tax Rate The trend of declining effective tax rates among S&P 500 companies reflects broader economic shifts and policy decisions that have shaped the landscape of corporate taxation in the United States. Image: Goldman Sachs Global Investment Research

S&P 500 EPS – Potential U.S. Tax Impact on Earnings Per Share Donald Trump’s plan to cut the U.S. corporate tax rate from 21% to 15% could significantly impact S&P 500 earnings per share, potentially increasing EPS by 4% and improving profitability for many companies in the index. Image: BofA US Equity & Quant Strategy

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

U.S. ISM Manufacturing PMI vs. Growth Tax (Leading Indicator) Should investors expect a sharp contraction of the U.S. economy? Image: Alpine Macro

S&P 500 Return Seasonality and Tax Day Historically, U.S. stocks tend to rally in the two-week period after tax day. Image: J.P. Morgan

U.S. ISM Manufacturing PMI vs. Growth Tax (Inverted) vs. ISM New Orders Minus Inventories (Leading Indicator) Should investors expect a sharp fall in the U.S. ISM Manufacturing PMI? Image: Alpine Macro

After-Tax Corporate Profits as a Share of GDP Profit margins have risen sharply to an all-time high in the third quarter of 2021. Image: Goldman Sachs Global Investment Research

Prediction Market Odds of U.S. Corporate Tax Rate in 2022 Is a corporate tax hike unlikely? Image: Goldman Sachs Global Investment Research

Distribution of S&P 500 Sector Consensus 2022 Effective Tax Rates Investors should not fear a global minimum corporate tax rate of 15%. Image: Goldman Sachs Global Investment Research