Margin Revolution – How U.S. Inflation Will Fall to 2%

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Providing investors with key macro and market developments, insightful data analysis, and actionable ideas that are top of mind for the Rosenberg Research team in the the week ahead.

Investing

Business

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Margin Revolution – How U.S. Inflation Will Fall to 2%

Rosenberg Round-Up

15 minutes 49 seconds

1 year ago

Margin Revolution – How U.S. Inflation Will Fall to 2%

This week we cover the extreme optimism in equity markets against a backdrop of softening economic data. We shine our spotlight on how declining pricing power and margin compression are bringing down inflation in the U.S.

The Week in Review (1:03) — The bulls charge; retail sales slump; Bank of England stands pat

The Week Ahead (6:37) —Europe politics comes to the forefront in a data-light week

The Spotlight (8:08) — Firms are losing pricing power, dragging on margins and helping disinflate the economy

Canada Corner (12:57) — The BoC is not concerned about a weaker Loonie, more cuts will follow

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