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GOLDMAN: Here Are 3 Reasons Why It's Premature To Call The Top In Profit Margins

The debate over the sustainability of record high profit margins rages on. Reacting to last week's BEA report showing a drop in Q1 corporate profits, Societe Generale's Albert Edwards writes that "the US profits margin cycle has begun to turn down at long last." Not so fast, argues Goldman Sachs. "We think it is premature to call the Q1 decline a turning point for three reasons," writes Goldman economist David Mericle.
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