Surveillance: US CPI with Porcelli
Bloomberg Surveillance
Challenges of Wages, Revenue, and Inflation
This chapter explores the difficulties companies face with stagnant revenue, wage pressures, and the impact of rising costs on pricing. It discusses the challenges of pass-through in the current market and the trend of consumers trading down. The chapter also examines the relationship between bond portfolios, disinflationary tendencies, and the potential actions of the Fed.
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