Recession Risks Part 2 – It’s all About the Corporate Margin Cycle
Picking up where we left off in our last webinar, we expand the macroeconomic analysis with new data points and include PPI, commodity price changes and illustrate the combined effects on corporate profit margins. How does all this impact the corporate margin cycle? We provide the analysis for the broader S&P 500 as well as the Energy, Health Care, Information Technology, Utilities and Materials sectors.