Recent wage-hike plans of WMT, TJX, AET one-off or new trend? Margin implications?

posted in: Economy, Equities | 0

Stagnant wages thorn in U.S. recovery’s side WMT, TJX, AET, SBUX, GAP have announced plans to hike wages Be careful what we wish for, given elevated valuation and risk of margin compression? One of the things that have been a … Continued

NFIB September capX plans dash hopes of capX revival

posted in: Economy | 0

Revised 2Q14 U.S. GDP estimates revived hopes of capX revival U.S. corporates have continued to disappoint as relates to adding capital NFIB capX plans in September show why that is not likely to change anytime soon When the preliminary estimates … Continued