US Net Margin

Peaking US Net Margin And The Hidden Effect Of Fed’s Policy

In February 2018, we posted a chart of the day titled Fed’s Tightening Has Not yet Killed This Bull. In October 2018, we published a chart of the day titled Continued Uptrend in Net Margin, but Nearing Peak in Developed Markets highlighting the risk that the net margin in Developed markets, driven by US tax cuts, was nearing its peak.

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