The document discusses potential margin expansion in US equities, highlighting risks such as fierce price competition, global competition, political threats, and tax rate risks. It also addresses concerns about wage pressure on margins and the impact of Fed hikes on S&P EPS.
documents/vol00010-efta01459070-pdf.pdf
{"title":"US Equity Insights","document_date":"2015-11-20","document_type":"tabular","key_organizations":["Deutsche Bank","S&P"],"reference_numbers":["DB-SDNY-0119284","SDNY_GM_00265468","EFTA01459070"]}