This question was closed without grading. Reason: Other
Nov 9, 2023 08:38
6 mos ago
19 viewers *
English term
Germany
Top Quality for Asset Managers
Native in: German
Works in: English to German, French to German
they probably grow 10% top line
English to German
Bus/Financial
Investment / Securities
US-Aktien und Fed-Politik
Es geht um die Fed-Politik:
And so they're trying to play this game where they keep higher for longer and we glide towards 2% over a long period of time. Now how long that is really matters for equity investors, because if you have 3% inflation in an economy, if you own stocks that can pass that inflation on, ***they probably grow 10% top line***, right? And if they can pass it on through their cost structure, right, if they're not hurt by inflation, which some companies aren't right, they're going to have also earnings growth higher than sales growth. So inflation for the right kind of companies, inflation for energy companies is not a bad thing, right?
Ich kann leider der Logik nicht ganz folgen: Inflation ist 3%, also ist das Umsatzwachstum 10% ... Wie versteht ihr diese Rechnung?
And so they're trying to play this game where they keep higher for longer and we glide towards 2% over a long period of time. Now how long that is really matters for equity investors, because if you have 3% inflation in an economy, if you own stocks that can pass that inflation on, ***they probably grow 10% top line***, right? And if they can pass it on through their cost structure, right, if they're not hurt by inflation, which some companies aren't right, they're going to have also earnings growth higher than sales growth. So inflation for the right kind of companies, inflation for energy companies is not a bad thing, right?
Ich kann leider der Logik nicht ganz folgen: Inflation ist 3%, also ist das Umsatzwachstum 10% ... Wie versteht ihr diese Rechnung?
Discussion
It reads as if someone is speaking off the cuff. You might be trying to over-analyse it.