Tag Archive: U.S. Average Earnings

Seven Events Next Week that will Shape the Investment Climate

The week ahead is among the most important of the year.  Rarely is there such a confluence of events in a short period that will have far-reaching implications for investors that are known ahead of time and have been discussed so extensively. ?...

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Will wage inflation stop the stock market rallye?

Stock markets can only improve if sales increase more than the costs of the companies. Wage inflation describes the development of the major component of company costs. Torsten Sløk of Deutsche Bank describes the development of American wages

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The Dollar, the ISM, Buy American and Irrational Exuberance

In this Cross Asset Global Macro Analysis we name our reasons for the current dollar strength. The main causes are ECB’s euro “downtalk”, tight monetary policy in Emerging Markets, rising savings of the aging populations. This leads to weak global spending and growth. With the help of Fed-financed higher asset prices and falling gasoline prices, …

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Labor Costs to Total Expenses, Global Comparison

The conflict between labor and capital is a long and illustrious one, and one in which ideology and politics have played a far greater role than simple economics and math.

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