Sentences with phrase «in corporate profit margins»

Even considering the combined effect of somewhat greater international sales on somewhat higher profit margins, it is impossible to account for the overall change in corporate profit margins on that basis.

Not exact matches

The result would mean significantly less spending and borrowing and this, in turn, would lead to lower GDP growth, corporate profit margins and employee wages.

«Business cycles do not succumb to age alone but rather to a confluence of factors like falling corporate profit margins, slowing productivity growth, and a sharp rise in real policy rates into positive territory.»

The wage pop [last Friday's 2.9 % growth in hourly wages] spooked the markets because investors, already skittish as valuations were a bit steep (though not as bad as people have been saying, given strong current and expected corporate earnings), envisioned this sequence: wage growth gooses price growth (i.e., inflation), which raises both market and Federal Reserve interest rates, which slows growth and shaves corporate profit margins.

On the profits front, we've developed a number of approaches over the years to understand what drives cyclical fluctuations in profit margins (see for example Recognizing the Valuation Bubble in Equities and The Coming Retreat in Corporate Earnings).

Japan's relatively low corporate profit margins mean a given increase in revenues can have an outsized impact on earnings.

In contrast, hiring picked up and corporate profit margins improved, suggesting widespread government efforts to reignite growth are unlikely, it said.

Finally, note that the LFP is also a very important coincident Supercycle Period indicator (like corporate profit margins and industrial capacity): see the up - trending arrow ending in Mar ’00 and the down - trending arrow declining since then.

With corporate taxes being cut to 21 % from 35 %, corporate profit margins before the tax relief already near record highs, and the window open to tax - efficiently repatriate foreign earnings, one would logically conclude that corporations should be in robust financial health.

The corporate sector appears to be well - placed to fund ongoing capital spending, with corporate profits increasing by 13 per cent over the year to the December quarter and profit margins at their highest level in over a decade.

While we continue to find selective value in the dynamic US corporate sector, many US companies have broadly high valuations and extended profit margins, which makes our search for value challenging.

But as long as 1) inflation remains low, 2) profit margins remain wide (remember the $ 1.5 trillion tax cut package passed in December slashed the corporate rate to 21 per cent from 35 per cent), and 3) GDP is also not expected to go backwards, stocks will probably remain supported.

«I've spent 37 years in this district defending working people from predatory corporate practices, and now, I want to go to Congress to make sure that no insurance company or pharmaceutical manufacturer ever puts their profit margins before a person's life.

GM says it can achieve profit margins of 20 % to 30 % in the autonomous rides - sharing business, versus today's corporate average of 8 %.

GM says it can achieve profit margins of 20 % to 30 % in the autonomous ride - sharing business, versus today's corporate average of 8 %.

He explains that corporate owners of major publishing houses expected impossible 15 to 20 percent profit margins in an industry with traditional margins of 3 to 4 percent.

This feature makes it attractive to many corporate treasurers, who can use forward contracts to lock in a profit margin, lock in an interest rate, assist in cash planning, or ensure supply of a scarce resources.

While we continue to find selective value in the dynamic US corporate sector, many US companies have broadly high valuations and extended profit margins, which makes our search for value challenging.

Those posts sparked some intense debate in the comments and offline about the increasing influence of foreign profits on corporate profit margins, and how this change may have permanently shifted up the mean for corporate profits as a proportion of GDP.

But these factors don't explain the cyclical fluctuations in profit margins at all, and can't be used to discard the accounting relationships and decades of evidence that corporate profits have a strong secular and tight cyclical mirror - image relationship with the combined total of government and household savings.

Some astute investors (such as Hussman and GMO) have argued in essence that the combination of record government deficit spending and unemployment levels has propped up corporate revenues while lowering labor costs, thereby boosting corporate profit margins by as much as 70 percent above historical averages.

Raj Yerasi, a money manager based in New York, has taken on the unenviable task in the following guest post of arguing the case that the increasing influence of foreign earnings on corporate profit margins means that the ratio in the chart overstates future mean reversion in earnings:

I've posted here regularly about the implications of mean reversion in elevated profit margins (see, for example, The Temptation To Abandon Proven Models In Speculative and Fearful Markets: Why This Time Isn't Different, What Record Corporate Profit Margins Imply For Future Profitability and The Stock Market, Warren Buffett, Jeremy Grantham, and John Hussman on Profit, GDP and Competitionin elevated profit margins (see, for example, The Temptation To Abandon Proven Models In Speculative and Fearful Markets: Why This Time Isn't Different, What Record Corporate Profit Margins Imply For Future Profitability and The Stock Market, Warren Buffett, Jeremy Grantham, and John Hussman on Profit, GDP and Competiprofit margins (see, for example, The Temptation To Abandon Proven Models In Speculative and Fearful Markets: Why This Time Isn't Different, What Record Corporate Profit Margins Imply For Future Profitability and The Stock Market, Warren Buffett, Jeremy Grantham, and John Hussman on Profit, GDP and Competmargins (see, for example, The Temptation To Abandon Proven Models In Speculative and Fearful Markets: Why This Time Isn't Different, What Record Corporate Profit Margins Imply For Future Profitability and The Stock Market, Warren Buffett, Jeremy Grantham, and John Hussman on Profit, GDP and CompetitionIn Speculative and Fearful Markets: Why This Time Isn't Different, What Record Corporate Profit Margins Imply For Future Profitability and The Stock Market, Warren Buffett, Jeremy Grantham, and John Hussman on Profit, GDP and CompetiProfit Margins Imply For Future Profitability and The Stock Market, Warren Buffett, Jeremy Grantham, and John Hussman on Profit, GDP and CompetMargins Imply For Future Profitability and The Stock Market, Warren Buffett, Jeremy Grantham, and John Hussman on Profit, GDP and CompetiProfit, GDP and Competition).

Historically, nominal GDP growth, corporate revenues, and even cyclically - adjusted earnings (filtering out short - run variations in profit margins) have grown at about 6 % annually over time.

Again, it is the absence of an obvious bubble in any individual sector, and instead a bubble in profit margins across the entire corporate sector, that is likely to be the «hook» that drags investors deep into eventual bear market losses.

But corporate profit margins are 70 % above their historical norms, and the deviation is — painfully — well explained by its mirror image: the combined deficit in the government and household sectors (the deficit of one sector must, in equilibrium, emerge as the surplus of another).

-LSB-...] To Abandon Proven Models In Speculative and Fearful Markets: Why This Time Isn't Different, What Record Corporate Profit Margins Imply For Future Profitability and The Stock Market, Warren Buffett, Jeremy Grantham, and John Hussman on Profit, GDP and Competition).

The result would mean significantly less spending and borrowing and this, in turn, would lead to lower GDP growth, corporate profit margins and employee wages.

Now I am clear why HIGH profits are negative for the economy and why — unless deficit spending, money printing or QE INCREASE — then corporate profit margins will collapse, perhaps violently like in 2008/09 — see chart above.

In general, stocks are not cheap, especially if you consider that corporate profit margins are hitting all - time highs.

For a full - fledged crisis in US corporates, we need the current high issuance of corporates to mature for 2 - 3 years, such that the cash is gone, but the debts remain, which will be hard amid high profit margins.

Unless profit margins fall, a crisis in US corporates will be remote.

While, at the overall index level, current corporate fundamentals remain resilient and defaults are not expected to pick up significantly, the trend in leverage, profit margins and interest coverage suggests the pricing of spread assets should become more discriminatory as winners and losers are separated in an aging bull market.

Commodity Components International (Peabody, MA) 9/2001 — 9/2003 Technology Broker • Sourced and sold computer hardware products to major computer retailers, resellers, and corporate end - users worldwide • Managed the entire sales and purchasing cycle, including prospecting, opportunity development, sales negotiations, and supporting relationships with potential buyers and potential product suppliers • Achieved roughly $ 50,000 a month in gross profit — based on an average of 10 % margin per sale — which greatly exceeded the $ 10,000 monthly gross profit expected out of a second year sales professional at the firm

CAREER HIGHLIGHTS * Developed an International sales department managing 8 leadership and sales staff * Introduced a CRM to streamline and improve all facets of the sales process * Manufactured parts for domestic and international customers spearheading a new product line increasing profit margins over 80 % * Drove sales from $ 0 to over $ 4M in 3 years * Managed corporate branding, layout and printing of parts catalog featuri...