Max KretchmerJun 23, 20203 minExecutives describe a large share of job cuts as permanentOur analysis of corporate management rhetoric challenges hopeful figures indicating that the vast majority of layoffs have been temporary.
Max KretchmerApr 22, 20202 minAre CEOs Taking One for the Team?We scan a large set of corporate filings to see how companies are adjusting CEO pay in response to the COVID-19 driven downturn.
Max KretchmerApr 1, 20202 minExpect a Sharp Reduction of Headcount in Key SectorsWe extracted March employment guidance, and the message is clear: the employment outlook has deteriorated sharply across key industries.
Max KretchmerOct 5, 20193 minLabor cost guidance suggests moderating wage inflationOur wage indicator, which can predict earnings growth up to 2 quarters in advance, suggests moderating inflation.
