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Jurrien Timmer: Earnings and margins impact on valuation metrics

Jurrien Timmer: Earnings and margins impact on valuation metrics
Earnings, margins affect valuation ratios

Jurrien Timmer discusses how the interplay between earnings, margins, rates, and spreads can affect widely used valuation metrics such as the CAPE ratio and the so-called Buffet Indicator.

Timmer suggests that adjusting the market cap to GDP ratio to account for long-term trends is important to avoid potentially misleading conclusions.

Timmer has previously identified strong earnings, higher margins, and low credit spreads as factors supporting equities even amid elevated oil prices. He has also explained that the Fed Model implies rising bond yields could prompt a repricing of equities. These themes continue to inform his approach to market valuation ratios.

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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