Euro area companies continue to be able to pass on their input costs while US and UK companies appear to be allowing some margin compression
Year-end Macro Brief Into the Fog of Winter · page 43 of 55
The slide uses a 3-month moving average to compare input vs output PPI, highlighting the gap as a proxy for margin absorption.
Consulting deck · data_table · analyze_data · dense density
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The gap between cost increases for intermediate inputs (input PPI) and the change in producer selling prices for final goods (output PPI) is an approximate indicator of the extent to which producers have been
Action Titles slide · 88%Title states Euro-area pass-through vs US/UK margin compression.
Annotation slide · 70%Callout describes Euro-area corporate margin squeeze.
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