Wages dynamics in U.S. economy, and why productivity is crucial

posted in: Economy | 0

U.S. wages stuck in mud, more so for supervised employees than for supervisory ECI for private sector has been trending higher since 1Q14; sustainable? Productivity crucial for employers’ ability to absorb wage hikes If there is one consistency in the … Continued

Despite weak macro backdrop, markets pricing in higher inflation!

posted in: Credit, Currency, Economy, Technicals | 0

For only 4th time in six-plus decades, U.S. GDP price deflator goes negative Macro data weaker than expected this week, but rates come under upward pressure Dollar plays crucial role in inflation outlook, breaks support, could be headed toward 92 … Continued

Recent wage-hike plans of WMT, TJX, AET one-off or new trend? Margin implications?

posted in: Economy, Equities | 0

Stagnant wages thorn in U.S. recovery’s side WMT, TJX, AET, SBUX, GAP have announced plans to hike wages Be careful what we wish for, given elevated valuation and risk of margin compression? One of the things that have been a … Continued