The better-than-expected U.S. GDP, consumer confidence, and spending in various areas certainly point to a more buoyant U.S. consumer, but on the flipside is the burden of record credit card debt and borrowings – the current concern about which can best to described as a bombastic shoulder shrug.
In our early analysis of industrial earnings thus far, “stability” was the common tone evoked on calls — a welcomed message from one of the economy’s largest constituencies, and a far cry from recession projections heard throughout much of last year.
So far, Q4 prints are holding up generally well and it’s promising to hear industrial executives express cautious optimism about market stability and growth prospects.
With a wall of worry resurrected earlier in 2023 for the sector, U.S. Bank year-end earnings performances seemed more muted in comparison.
Financials were dealt an interesting hand over the past year, which led to a lot of consternation among investors and corporate executives about the economy in 2023.
Survey Finds Margins Remain Top of Mind, But Amid Expectations for a Lower Interest Rate Environment, Support for Funding Growth – Both Organic and M&A – Gains Ground
During our webinar The Big So What™ – Q4’23 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.
Access webinar replay and materials: “The Big So What™ – Q4’23 Earnings Season,” presented by Corbin Advisors Founder and CEO Rebecca Corbin
We hope you find our primary research timely, insightful, and actionable, beginning with today’s “Commencing the Quarter” and throughout the Q4’23 earnings season as we report on updates and emerging trends.
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