Inflation and the Margin Conundrum (4-18-22)
Apr 18, 2022 ·
38m 45s
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Description
With the S&P 500 at close to peak operating margins, the ARC Asset Management team unpacks the probability of margin headwinds as companies continue to face higher input prices and...
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With the S&P 500 at close to peak operating margins, the ARC Asset Management team unpacks the probability of margin headwinds as companies continue to face higher input prices and rising wages. We explore the latest CPI and consumer spending data and also discuss the ongoing war in Ukraine.
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Information
Author | Faubourg Private Wealth |
Organization | Faubourg Private Wealth |
Website | - |
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