Quick Take – Q4 results highlight renewed profit margin pressure
The latest results point to a broad-based decline in US profit margins in Q4, reversing a recovery in Q3. We think margins will remain under pressure this year, resulting in further EPS disappointment despite an economic soft landing and limiting the upside for equities.
Emerging Markets Asset Manager Service
Emerging markets insight and opportunity at your fingertips.Find Out More
Global Asset Manager Service
A complete solution for asset managers who require convenient access to high quality, market-relevant analysis on key global markets.Find Out More
Global Macro Strategy Service
Global insight and opportunity at your fingertips.Find Out More