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[S&P Insights] Crude Oil Surpasses $100 and Cost Shock: S&P 500 Consumer Staples Under Margin Pressure and Investment Solutions
S&P 500 Consumer Staples face severe margin pressure as oil tops $100. Consumer shift to private brands limits pricing power, prompting calls to diver...
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[S&P Story] PCE Deflator Soars to 3.8% and Persistent High Interest Rates: S&P 500's Valuation Limits and Sector Survival Strategies
US April PCE rose 3.8% YoY, marking the hottest inflation in 3 years. Coupled with strong May payrolls, rate cut hopes have faded, pushing 10 year yie...
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GDPNow Adjusted to 3.0% and Mixed Economic Indicators: Diagnosing the S&P 500's Soft Landing Path
Recent adjustments to the GDPNow estimate, a key indicator of real time U.S. economic growth, are drawing close attention from financial markets. Real...
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Balancing Long-Term High Interest Rates and NIM Pressures: Checking the Profit Strength of the S&P 500 Financial Sector
While US bank net income showed solid growth in Q1 2026, rising funding costs dragged the average net interest margin NIM down to 3.31%. S&P 500 finan...
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[S&P Story] Q1 Earnings Surprise Drives Upward Revision in Full-Year EPS Outlook: Analysis of Exceptionally Positive Guidance and S&P 500 Earnings Resilience
S&P 500 firms delivered a stellar Q1 with a 28.6% EPS growth rate, far exceeding forecasts. Major investment banks revised 2026 EPS estimates upward t...
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Slight Increase in US Jobless Claims: Fed's Complex Dilemma Between a Tight Labor Market and High Inflation
The financial markets are closely watching macro indicators. US weekly jobless claims slightly exceeded forecasts, while high inflation driven by ener...