Possible ways for disproportionately large earnings growth I could see are
- Increased automation and productivity gains
- Higher share of high margin products or industries
- Savings in certain parts of the supply chain
- Pricing power esp. in highest value chain products
That said I am also skeptical about those predictions as we start to see first signs of weakness in labor and banks and there are also negative factors for earnings e.g. funding costs are still expected to grow as companies need to eventually refinance.
@Magaly Do we already have a topic to discuss pricing power? If yes, can you link that topic in your last post under “pricing power decreasing”, so that we can continue discussing there?