MSCI All Countries vs. Median Profit Margin All Countries
MSCI All Countries vs. Median Profit Margin All Countries Will global corporate profitability improve in the coming quarters? Image: Topdown Charts
MSCI All Countries vs. Median Profit Margin All Countries Will global corporate profitability improve in the coming quarters? Image: Topdown Charts
U.S. PPI Less U.S. CPI vs. S&P 500 12-Month Forward Profit Margin Are margins at risk, as they tend to be correlated with the spread between PPI and CPI? Image: Morgan Stanley Wealth Management
ISM Composite Index vs. Corporate Profits The decline in the ISM Composite Index indicates a weakening of the U.S. economy, which could lead to lower corporate profits. Image: Merrill Lynch Wealth Management
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. Corporate Sector Profits vs. CEO Confidence Weak CEO confidence suggests that U.S. corporate profits are at risk. Image: Longview Economics
Earnings – Cumulative S&P 500 Price Growth to Profit Growth Are S&P 500 earnings at risk? Well, the correlation between cumulative S&P 500 price growth and profits is very elevated. Image: Real Investment Advice
Univ. of Mich. Consumer Sentiment Index and Russell 1000 Index, Trailing 12-Month Gross Profit Margin Should investors expect gross profit margins to disappoint in the coming months? Image: Morgan Stanley Wealth Management
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 Operating Profit Margins U.S. profit margins have narrowed as corporate prices have become lower than labor costs. Image: BCA Research
Russell 1000 Profitable Tech vs. Unprofitable Tech and ISM Manufacturing PMI Profitable tech gains suggest growth slowdown. Image: Morgan Stanley Wealth Management
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