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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 Ireland, 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.