What Will Be The Key Drivers Of An Earnings Rebound?
Published on
We recently collaborated with Irene Tunkel, our US Equity Strategist, and are excited to share with you her latest views on earnings growth. She quotes sales growth and falling input costs as tailwinds for earnings growth. However, rising labor costs will diminish a firms' ability to pass on labor cost increases to customers, cutting into profit margins, meaning the rebound may be muted.
BCA Research | Equities
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