Why Corporate Profits Should Pick Up in 2020

The video explores macro fundamentals through charts, focusing on corporate profit trends since 2010. It highlights periods of profit plateau and growth, linking these trends to stock market performance. The discussion extends to employment trends, showing a shift in job availability since 2018, and their potential impact on the S&P 500. The video concludes with an analysis of high yield spreads as indicators of financial market health.

How did the corporate profits outlook change after the financial crisis?

What trends in corporate profits have been observed over the past decade?

What is the significance of the jobs picture in relation to the S&P 500?

What factors could negatively impact corporate profits despite a positive jobs outlook?

What does a declining spread between high yield bonds and interest rates indicate?