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
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.
Investor Sentiment More Optimistic Amid Expectations for Lower Rates and Views that the Macro Will Improve in 2024; Geopolitics and Slowing Growth Remain Top of Mind
Welcome 2024 – what is sure to be another dynamic year packed with opportunities, challenges, and surprises. Today’s The Big So What™ we will take look at key trends in place or emerging that we believe will shape 2024
In today’s piece, I’ll share with you the trends we’re seeing that our firm believes will fundamentally shape the year ahead, along with some actionable recommendations and best practices. As always, we hope you find our research and perspectives timely and insightful.
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