Margins Are Likely to Fall, Goldman's Oppenheimer Warns

Peter Oppenheimer, chief global equity strategist at Goldman Sachs, discusses the impact of rising labor costs and inflation on corporate profit margins. He spoke with Alix Steel and Guy Johnson on the July 12 episode of "Bloomberg Markets."

[shammusomalley]

Let me translate it for you: the recession which is here already may be priced in, but the depression that’s coming is definitely not priced in

[profiler]

How can people present a different truth from reality!

[swaep]

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[-worlds-on-earth]

Are combination of tariff and interest rate hikes better at controlling runaway inflation than just interest rate hikes alone?
Tariffs are useful to target specific countries and products Tariffs can ultimately force the shift of factories to friendly countries.
Since US and EUROPE are the biggest importers from China maybe their coordinated efforts on tariffs can be very useful to control runaway inflation at the expense of spenders and adjust geopolitic to their advantage at the same time.
Of course these will have short term inflationary pressure on demand but it may be better than simply using interest rates to suppress demands.
Foreign reserve surplus is a double edged sword….increases in foreign reserve surplus for adversaries may be used to expand their military capabilities and US dollar status as the reserve currency may be threatened.
Inversely, increasing foreign reserve surplus of allies will be to our advantage in times of chaos.
Someone said this is not the time to introduce and/or increase tariffs….there will never be a best time when indirect taxes need to be imposed when national security may be compromised.
Lastly by invading and liberating Russia a long term good for the world?
Will the fall of socialist Russia turns Europe into one of the ultimate factories of the world with its huge natural resources and europe’s highly educated workforce?
Please deliberate on these issues….

[silky]

Labor is not strong. The demand for labor is higher but the people are not there. Look at the jobs filled for home construction. Half of the required number of workers were hired.

[chrispaul]

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[Eric-zkhu]

Chances of a recession this or that?? Dude what universe are you living in? We are in a recession NOW, we are in a global recession that will become a depression, a meltdown of markets and geopolitical conditions worse than we have ever seen before. Guys like this whose job is to sell stocks and tell you everything is fine are a big part of the problem and most of them are going to be out of a job and obsolete within a year, how's that for forward guidance!