Latest ideas and analyses related to wage inflation

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TSLA , US Macro

+1 pts





By fitot7 on Jan. 5, 2022, 7:08 p.m.
Tagged topics: wage inflation

Views: 1, Votes: 1, Responses: 0, Attachments: 0
US Macro

+34 pts



Little Sign of a Wage-Price Spiral in 2022

By ethonomics on Jan. 5, 2022, 1:44 p.m.
Tagged topics: wage inflation

Views: 22, Votes: 3, Responses: 0, Attachments: 1
US Macro

+61 pts



For 2022, focus on stocks with high growth & high margins and avoid firms with high exposure to wage inflation

By ethonomics on Jan. 3, 2022, 1:10 p.m.
Tagged topics: wage inflation

Views: 158, Votes: 10, Responses: 1, Attachments: 1
US Macro , Global Macro

+38 pts



Larger companies will outperform in an environment of sustained rising input costs

By ethonomics on Nov. 30, 2021, 1:17 p.m.
Tagged topics: inflation fears , wage inflation

Views: 39, Votes: 4, Responses: 0, Attachments: 1
US Macro

+40 pts



Wage growth likely to be meaningfully stronger than last cycle

By ethonomics on Nov. 4, 2021, 5:11 p.m.
Tagged topics: inflation fears , labor shortage , wage inflation

Views: 132, Votes: 6, Responses: 0, Attachments: 1
SPY

+10 pts





By javiersb7 on Nov. 3, 2021, 7:12 a.m.
Tagged topics: analyst checks , inflation fears , wage inflation

Views: 1, Votes: 1, Responses: 0, Attachments: 0
SPY

+13 pts





By Gh on Nov. 1, 2021, 10:34 a.m.
Tagged topics: analyst checks , inflation fears , wage inflation

Views: 1, Votes: 4, Responses: 0, Attachments: 0
SPY

+50 pts



Market Spotlight: Peak Inflation?

By KHUN on Nov. 1, 2021, 6:29 a.m.
Tagged topics: analyst checks , inflation fears , wage inflation

Views: 58, Votes: 10, Responses: 2, Attachments: 1
US Macro

+43 pts



Goldman estimates core inflation to reach 4.25% by Dec, but easing supply to reverse 185bps of inflation by end of 2022

By ethonomics on Oct. 5, 2021, 10:50 a.m.
Tagged topics: supply constrained , Goldman Sachs , inflation fears , wage inflation , supply disruptions

Views: 124, Votes: 5, Responses: 0, Attachments: 2
US Macro

+31 pts



Goldman expects tighter labor market and stronger wage growth than last cycle due to early retirement, immigration collapse, and lingering skills mismatch

By ethonomics on Oct. 4, 2021, 2:44 p.m.
Tagged topics: Goldman Sachs , labor shortage , wage inflation , unemployment benefits

Views: 90, Votes: 1, Responses: 0, Attachments: 2
AMZN

+33 pts



$AMZN - Morgan Stanley lowers target to $4,100 on rising #headcount and wage pressures

By mooreideas on Sept. 27, 2021, 11:49 a.m.
Tagged topics: gig economy , Morgan Stanley , wage inflation , headcount increase

Views: 116, Votes: 1, Responses: 0, Attachments: 2
US Macro

+30 pts



Goldman says real time data from ride hailing services support expectations that wage growth will slow

By ethonomics on Aug. 13, 2021, 11:52 a.m.
Tagged topics: ride share , fiscal stimulus , Goldman Sachs , stimulus checks , labor shortage , wage inflation

Views: 85, Votes: 1, Responses: 0, Attachments: 2
US Macro

+32 pts



Goldman sees inflation risks from stronger low-end wage growth, estimates every 1pp of outperformance of low-end wage growth will drive 5-15bps of core inflation

By ethonomics on July 2, 2021, 3:20 p.m.
Tagged topics: Goldman Sachs , inflation fears , wage inflation

Views: 176, Votes: 5, Responses: 0, Attachments: 5
DIS

+31 pts



$DIS - Needham lowers Q3 profit estimates due to higher than expected reopening costs

By puckerman17 on July 1, 2021, 2:55 p.m.
Tagged topics: analyst lowers estimates , Needham , reopening fears , wage inflation

Views: 121, Votes: 1, Responses: 0, Attachments: 6
US Macro

+33 pts



Morgan Stanley sees highest risk of wage inflation in service-heavy industries, but short-term labor shortage may not be entirely responsible (deep dive)

By ethonomics on June 28, 2021, 12:37 p.m.
Tagged topics: analyst checks , Morgan Stanley , inflation fears , labor shortage , wage inflation

Views: 146, Votes: 3, Responses: 0, Attachments: 50
US Macro

+38 pts



Goldman believes the economy won't overheat and inflation is temporary because labor supply will increase as the virus and pandemic benefits wane

By ethonomics on June 7, 2021, 12:13 p.m.
Tagged topics: labor costs , Goldman Sachs , inflation fears , stimulus checks , wage inflation

Views: 146, Votes: 5, Responses: 0, Attachments: 5
BAC , GS , JPM , C , MS , USB , WFC

+6 pts





By whiechapel1888 on May 20, 2021, 5:05 p.m.
Tagged topics: trading revenues , Deutsche Bank , inflation fears , inflation beneficiaries , wage inflation , credit quality

Views: 3, Votes: 2, Responses: 0, Attachments: 0
BAC , JPM , MS , GS , WFC , C , USB

+37 pts



Deutsche looks at how rising inflation impacts banks - modest pick up in inflation is good, but a surge would be bad

By ethonomics on May 20, 2021, 3:26 p.m.
Tagged topics: trading revenues , Deutsche Bank , inflation fears , inflation beneficiaries , wage inflation , credit quality

Views: 156, Votes: 2, Responses: 1, Attachments: 3