SPX7,580.06+0.22%DJIA51,032+0.72%COMP26,973+0.20%RUT2,919.34-0.59%CL$87.76-1.28%GC$4,569.90+1.57%DX98.94-0.08%VIX15.32-2.67%Fed Funds4.50%HOLD10Y4.287%-0.031CPI Y/Y2.8%-0.1%Core PCE2.7%-0.1%Unemp4.2%0.0NFP+150kMayGDP Q/Q+2.6%Q1Retail+0.4%M/MSPX7,580.06+0.22%DJIA51,032+0.72%COMP26,973+0.20%RUT2,919.34-0.59%CL$87.76-1.28%GC$4,569.90+1.57%DX98.94-0.08%VIX15.32-2.67%Fed Funds4.50%HOLD10Y4.287%-0.031CPI Y/Y2.8%-0.1%Core PCE2.7%-0.1%Unemp4.2%0.0NFP+150kMayGDP Q/Q+2.6%Q1Retail+0.4%M/M

Corporate America’s Margin Machine Powers Through Energy Headwinds

ByON1010 Research Posted onMay 29, 2026 at 6:01 AM EDT Reading Time: 3 minutes

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The Opening Bell

Markets are digesting a story that doesn’t fit the usual playbook: corporate profits just hit record highs while everyone was worried about energy costs eating into margins. Yesterday’s profit surge to $3.92 trillion suggests American businesses have found ways to turn productivity gains into pricing power — even with oil near $90. That’s either the best news for stocks in months, or a warning sign that inflation pressures are about to get worse.

Market Snapshot

Fed Funds Target Range: 3.5%-3.75%

10-Year Treasury: 4.48%

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