Decades of deflationary forces that helped feed booming prices for U.S. stocks are over, at least for now.
During a recent interview, Kimball Brooker, a portfolio manager at First Eagle Investments in New York, said this success came “to a degree, at the expense of labor.” With large increases in wages at a time of high inflation for supply costs, the ability to raise prices is critically important for companies to maintain profit margins.
Brooker said corporate gross margins can “give us a clue about the flexibility of a business. The gross margin mainly reflects the direct costs. The higher the margin, the more flexibility a business has to compete and remain reasonably profitable in an absolute sense.”
Hemos resumido esta noticia para que puedas leerla rápidamente. Si estás interesado en la noticia, puedes leer el texto completo aquí. Leer más: