Profit Margin

ROARING 2020s: Wall Street's Analysts Even More Bullish On Earnings Than Us!

Apr 13, 2026 4 min read paid

The US economy remains resilient, and so do corporate earnings. The US economy has passed several stress tests in recent years. The war in the Middle East is proving to be the latest stress test for the US economy, which seems to be passing it, so far. The macroeconomic data released in recent weeks confirms this resilience. The pre-war growth trajectory was solid enough that we were on the

Ed Yardeni
Elias Griepentrog

July 9 Trade Deals Deadline 'Is Not Critical'

Jun 26, 2025 3 min read paid

Stock prices got a boost around mid-day today when White House Press Secretary Karoline Leavitt told reporters during a briefing: “The President can simply provide these countries with a [trade] deal if they refuse to make us one by the deadline, and that means the President can pick a reciprocal tariff rate that he believes is advantageous for the United States and for the American worker.” We've

Ed Yardeni

MARKET CALL: S&P 500 Earnings & Valuation

May 31, 2025 4 min read paid

We now have LSEG’s I/B/E/S data for S&P 500 companies’ revenues per share and earnings per share during Q1. Both edged down on a q/q basis but showed solid gains on a y/y basis (chart). The profit margin edged up to 13.3%. Notwithstanding Trump's Tariff Turmoil (TTT), the economy remains resilient, supporting an upbeat outlook for revenues. Earnings should

Ed Yardeni

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ROARING 2020s: Wall Street's Analysts Even More Bullish On Earnings Than Us!

July 9 Trade Deals Deadline 'Is Not Critical'

MARKET CALL: S&P 500 Earnings & Valuation