S&P 500 Quarterly Operating Margin S&P 500 aggregate margins have reached a nine-quarter high, with further expansion expected in upcoming quarters, signaling a potentially positive profitability outlook. Image: Deutsche Bank Asset Allocation
U.S. Presidential Approval Rating vs. Unemployment Rate Even though the labor market is solid and the economy is growing, President Biden’s approval rating remains low, largely due to public unease over high inflation. Image: BofA Global Investment Strategy
S&P 500 Index – Estimated Next 12-Month Operating Margin The decline in S&P 500 operating margins excluding the Magnificent Seven persists, suggesting that margin headwinds could remain challenging. Image: Morgan Stanley Wealth Management
S&P 500 Operating Margin After the COVID-19 pandemic, the operating margins of companies in the S&P 500 have returned to a state of normalcy, leading to a positive trend of improved profitability and cash flows for these companies. Image: Morgan Stanley Wealth Management
S&P 500 Operating Margins Will the profitability of S&P 500 companies improve in the coming quarters? Image: Morgan Stanley Wealth Management
S&P 500 Profit Margin – Operating Earnings/Sales S&P 500 profit margins remain strong at 11.2%, despite many headwinds and higher labor costs. Image: J.P. Morgan Asset Management
FAANG Stocks – History of Great Secular De-Ratings Is the de-rating of FAANG stocks far from over? Image: BofA Global Investment Strategy
President Biden’s Approval Rating vs. CPI Inflation Inflation continues to weigh on President Biden’s approval rating. Image: BofA Global Investment Strategy
S&P 500 Operating Profit Margins U.S. profit margins have narrowed as corporate prices have become lower than labor costs. Image: BCA Research
ISM Manufacturing PMI and S&P 500 Operating Margin The Manufacturing Purchasing Managers Index has peaked. Will S&P 500 operating profit margins roll over? 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