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Goldman Sachs estimates that 25% of jobs can be at least partially replaced by AI. The future is coming fast.

00:01 - 03/04/23

 

 

 

Many cheering NASDAQ 100’s “new bull market” since its December low … nearly all of gain has been driven by forward P/E expansion (blue); forward EPS (orange) up marginally (but worth noting the move up over past 2 months)

 

 

 

Central banks are turning their attention to companies using high inflation as an excuse to boost their profit margins. If businesses continue price gouging, they risk triggering persistent cost pressures, banks warn

 

 

 

OOPS! Supermarket prices keep rising in Germany. German Food inflation jumped 22.3% YoY in March, a fresh ATH since the start of the statistics, and up from 21.8% in February

 

 

 

“Small and medium businesses are seeing a pretty material increase in stress:” UBS's Mish

 

 

 

 

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