Theloadstar iconTheloadstarSep 29, 2026

Timmer: Balancing Act

From playa decompression to P/E compression As has been the case for a few weeks now, the relative calm of the headline S&P 500 (SPX) masks quite a bit of turbulence underneath. The index is only 1% below its most recent all-time high as earnings continue to boom and margins continue to rise (and credit spreads remain well-behaved).

Timmer: Balancing Act

Share this story

Send the public story page.

Useful takeaways from this story.

From playa decompression to P/E compression As has been the case for a few weeks now, the relative calm of the headline S&P 500 (SPX) masks quite a bit of turbulence underneath.

The index is only 1% below its most recent all-time high as earnings continue to boom and margins continue to rise (and credit spreads remain well-behaved).

Yet less than half the stocks in the S&P 500 are trading...

Building the complete brief

The page is ready to read now. The fuller skim-friendly version will appear here automatically.

The useful part

From playa decompression to P/E compression As has been the case for a few weeks now, the relative calm of the headline S&P 500 (SPX) masks quite a bit of turbulence underneath. The index is only 1% below its most recent all-time high as earnings continue to boom and margins continue to rise (and credit spreads remain well-behaved). Yet less than half the stocks in the S&P 500 are trading...

Details worth keeping

Yet less than half the stocks in the S&P 500 are trading...

Keep reading in the app

Open the app view to save this story, compare related coverage, and continue from the same source.

Open in app