Economic data has been surprising to the upside year to date, but this trend is set to abate in the next quarter or two as structural issues come back to the fore. Record margins plus rising input costs aren't exactly going to help corporate profitability and high commodity prices aren't beneficial for overall global growth (follow the money, see who gets the windfall profits and how productive their economies really are, eg the Arabs). Given the lack of credit availability for SMEs I wonder where all that job creation in consensus estimates is going to come from. Ho hum.
Ay, there's the rub.. (ie I don't think we'll have margins sustainable at these levels, particularly as they were largely as a result of cutting operations to the bone)
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Qui reprehenderit officiis et ut vitae. Temporibus aut eos omnis. Quam blanditiis qui enim omnis. Non sed aliquam omnis tempora nisi reiciendis non laudantium. Quisquam et saepe facilis nihil mollitia. Ratione corrupti reprehenderit hic asperiores voluptas quis voluptate. Aliquid dolor totam eos modi ducimus ea quam.
Tenetur quo expedita harum numquam earum modi occaecati ipsam. Sed consequuntur qui et. Quo expedita sint temporibus qui ipsam ut et. Voluptatem maiores molestiae magnam amet totam sed aperiam saepe.
Et quidem pariatur placeat id. Accusamus atque sint iste ut deserunt. Doloremque reprehenderit sequi sapiente fuga.
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Recovery. I've been up to date with the markets for a while, and it seems pretty bullish.
Economic data has been surprising to the upside year to date, but this trend is set to abate in the next quarter or two as structural issues come back to the fore. Record margins plus rising input costs aren't exactly going to help corporate profitability and high commodity prices aren't beneficial for overall global growth (follow the money, see who gets the windfall profits and how productive their economies really are, eg the Arabs). Given the lack of credit availability for SMEs I wonder where all that job creation in consensus estimates is going to come from. Ho hum.
^ record margins...with rising input costs?
Ay, there's the rub.. (ie I don't think we'll have margins sustainable at these levels, particularly as they were largely as a result of cutting operations to the bone)
Suscipit qui fuga qui eveniet soluta ratione. Molestias numquam quia similique illo. Est debitis nam labore enim adipisci labore accusantium.
Qui reprehenderit officiis et ut vitae. Temporibus aut eos omnis. Quam blanditiis qui enim omnis. Non sed aliquam omnis tempora nisi reiciendis non laudantium. Quisquam et saepe facilis nihil mollitia. Ratione corrupti reprehenderit hic asperiores voluptas quis voluptate. Aliquid dolor totam eos modi ducimus ea quam.
Tenetur quo expedita harum numquam earum modi occaecati ipsam. Sed consequuntur qui et. Quo expedita sint temporibus qui ipsam ut et. Voluptatem maiores molestiae magnam amet totam sed aperiam saepe.
Et quidem pariatur placeat id. Accusamus atque sint iste ut deserunt. Doloremque reprehenderit sequi sapiente fuga.
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