Earnings across the sector have been mixed, with commentary reflecting a cautious tone due to more pronounced macro uncertainty and various idiosyncratic challenges.
This quarter, companies across sectors are feeling very similar trends: slowing top lines; customer decisions being pushed out; an anemic consumer; labor issues, including wage inflation, unionization, and inefficiency; and continued or emerging supply chain issues.
While overall U.S. Bank performances were largely in the black, executives refrained from declaring a definitive turnaround. Many injected a sense of caution in their macroeconomic commentaries, commensurate with our observations from our prior Commencing the Quarter Thought Leadership report. Still, increased confidence amid continued capital market strength and percolating M&A deal activity is notable.
Precipitous Decline in Industrial Investor Optimism amid Renewed Demand Concerns; Those Expecting Broad-Based Softness Doubles QoQ
During our webinar The Big So What™ – Q2’24 Earnings Season our Founder & CEO, Rebecca Corbin provided an expert lens on what we’re hearing and seeing this earnings season and how that aligns with or differs from Wall Street sentiment, as well as share actionable insights and global market trends aimed at helping companies successfully navigate the current landscape.
During our webinar The Big So What™ – Q2’24 Earnings Season our Founder & CEO, Rebecca Corbin provided an expert lens on what we’re hearing and seeing this earnings season and how that aligns with or differs from Wall Street sentiment, as well as share actionable insights and global market trends aimed at helping companies successfully navigate the current landscape.
Survey Finds Investors Trading Exuberance for More Neutral Stances amid Reemerging Recessionary Concerns and Turbulent Political Conditions Globally; 2H Spending and Growth a Key Focus
This week, our Thought Leadership covers: Key Events this week and Q2’24 Earnings Communication Digest, based on a review of company earnings to date
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