Rosenberg Round-Up Margin Revolution – How U.S. Inflation Will Fall to 2%
This week we cover the extreme optimism in equity markets against a backdrop of softening economic data. We shine our spotlight on how declining pricing power and margin compression are bringing down inflation in the U.S.
The Week in Review (1:03) — The bulls charge; retail sales slump; Bank of England stands pat
The Week Ahead (6:37) —Europe politics comes to the forefront in a data-light week
The Spotlight (8:08) — Firms are losing pricing power, dragging on margins and helping disinflate the economy
Canada Corner (12:57) — The BoC is not concerned about a weaker Loonie, more cuts will follow
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