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Macro Minutes: Corporates Going on the Offensive

In this Macro Minutes video, Fisher Investments Securities Research Analyst Tucker Heaslip discusses how a reacceleration in corporate investment is set to support the next stage of this bull market to and should continue reinforcing economic upside surprise that few expected.

By Fisher Investments, 14/05/2024






Key Points

  • After 2022’s recession fears drove a slowdown in corporate investment, economic expectations are currently on the rise and sentiment has improved.
  • Looking forward, corporate earnings are poised for re-acceleration, as companies move into an offensive posture and resume growth initiatives.
  • The ongoing rebound in corporate investment still has ample potential to run, powering economic upside surprise and increasing bull market breadth.