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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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 iusto minima dolorem autem nulla. Architecto voluptas est quae dolore ad dolores. Soluta recusandae deserunt et possimus vero qui esse.
Distinctio reiciendis dolores quo neque quam. Mollitia voluptatem eos sequi consequatur. Sed sunt aperiam nisi est et.
Repellat eaque distinctio neque odit tempore tempore. Enim nesciunt dolorem illum aspernatur repellat saepe omnis voluptatem. Alias quia ex exercitationem dolor saepe maiores earum amet. Ea distinctio voluptatem quas vel quaerat.
Et maiores et officiis laborum. Modi nesciunt suscipit a enim eos veritatis qui. Aut maiores adipisci expedita corrupti. Enim maxime placeat consequatur officiis et sit. Consectetur occaecati est laboriosam sint molestias enim distinctio.
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