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20.06.25 - 04:30
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Societe Generale′s Benzimra on Outlook for Asian Stocks (Bloomberg)
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Societe Generale's Frank Benzimra shares his views on the South Korean, Chinese and Southeast Asian stock markets. He says the firm is looking at the China consumption story, and adds that it's neutral on India and underweight Indonesia, Malaysia and Thailand. Benzimra speaks on Bloomberg Television. (Source: Bloomberg)...
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06.12.24 - 22:15
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The Kalecki Profit Equation And The Coming Reversion (ZeroHedge)
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The Kalecki Profit Equation And The Coming Reversion
Authored by Lance Roberts via RealInvestmentAdvice.com,
Corporations are currently producing the highest level of profitability, as a percentage of GDP, in history. However, understanding corporate profitability involves more than glancing at quarterly earnings reports. At its core, the Kalecki Profit Equation provides a valuable framework, especially when exploring the reasons behind today's elevated profit margins and what could disrupt them.
James Montier discussed the Kalecki profit equation in 2012 in a post entitled “What Goes Up, Must Come Down.” However, that has not been the case, as noted recently by Albert Edwards at Societe Generale:
“Companies have been able to push through profit‑margin‑expanding price increases under the cover of two key events, namely 1) supply constraints in the aftermath of the Covid pandemic and 2) commodity cost-push pressures after Russia's invasion of Ukraine. But we still emphasise that...
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31.10.24 - 11:14
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ROUNDUP: Societe Generale verdient mehr und strafft Führungsriege - Kurssprung (DPA-AFX)
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Im dritten Quartal lief es für die Bank weitgehend besser als von Analysten erwartet. Die Erträge stiegen im Jahresvergleich um mehr als zehn Prozent auf 6,8 Milliarden Euro. Dazu trug besonders der Handel mit Wertpapieren bei. Außerdem erholte sich das Bankgeschäft mit Privatkunden in Frankreich. Unter dem Strich stand konzernweit ein Überschuss von fast 1,6 Milliarden Euro und damit fast dreimal so viel wie ein Jahr zuvor...
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