As we wrap up our coverage of Q2’24 earnings season, it’s clear that commentary remains heavily influenced by macro factors like the election, the Fed’s actions, geopolitical risks, and shifting consumer behavior.
Precipitous Decline in Industrial Investor Optimism amid Renewed Demand Concerns; Those Expecting Broad-Based Softness Doubles QoQ
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
For Q1’24, company performances surpassed already strong expectations, particularly on the bottom line, as executives demonstrated their prowess with productivity initiatives. As a result, the Dow hit 40,000 for the first time in history, and the S&P 500 and Nasdaq also hit record highs after encouraging inflation data this week.
Industrial Investor Optimism Continues to Rise as Expectations for Broad-Based Weakness are Replaced with Anticipation of an Improving Landscape Amid Inventory Normalization and Orders Green Shoots
Heading into Earnings Season, Optimism Tracks Higher as Investors Cast Off Recessionary Concerns, Adapt to Higher-for-Longer, and Embrace AI…Margin Focus Gets a Shot in the Arm
We hope you find our primary research timely, insightful, and actionable, beginning with today’s “Commencing the Quarter” and throughout the Q1’24 earnings season as we report on trends and share our data-driven insights.
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