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Operating margins reach new highs, Jurrien Timmer notes
U.S. stock valuations continue to be justified as credit spreads remain steady and operating margins hit record highs, according to Jurrien Timmer. Following a recent market drawdown, Timmer points to a favorable environment for equities, supported by robust margins and well-behaved credit spreads.
A chart referenced by Timmer demonstrates how the equity risk premium, based on spreads, supports his view on current market conditions.
Timmer previously reported the S&P 500 fell 9.2 percent from recent highs as its P/E ratio dropped 18 percent during a period of market volatility. In another analysis, he examined the link between sudden oil price spikes and equity drawdowns in years such as 1973 and 2022. These past observations provide historical context for his current view on equity valuations.
This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.
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