Signal The US corporate profit share of GDP doubled against its pre-2000 average
Summary
MGI reports that US returns on invested capital rose and the corporate profit share of GDP doubled relative to pre-2000 averages, and states that high US equity valuations fundamentally depend on corporate earnings continuing to outgrow GDP over the long run.
Classification
Main topicMacroeconomy & Finance
Secondary topicsIndustry & Supply Chains
Region menusGlobal
Occurrencescope:country · geo_region:north_america · country:US
Impactscope:global
Time horizon0-3 years (2026-07-26)
Last updated2026-07-29 04:49:53
Evidence 1
- The global balance sheet 2026: Imbalance and divergence McKinsey Global Institute page=18;section=Is the balance sheet 'in balance?' / Equity 2026-07 accessed 2026-07-26
Part of trends 0
No objects.
Directly linked issues 1
- IssueA US equity reset could be triggered by AI disappointment or geopolitical disruption1 trends · 4 signals
Relation types: direct_urgent
Public id: fm-77a0743bdc3b