Q3'24 Inside The Buy-Side® Earnings Primer® Key Takeaways
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Yesterday we published our 60th Issue of Inside The Buy-Side® Earnings Primer®, covering the current investor sentiment landscape and providing insights to help shape narrative positioning as we round third.
Key Takeaways
Survey Finds Notable Sentiment Divergence Resulting in Bull-Bear Barbell; Outright Bearishness at Highest Level in 12 Months with More Downward Guidance Revisions Expected
- Following a Shift from Largely Bullish to Neutral Sentiment Last Quarter, Our Survey Finds a Bull-Bear Barbell as Investors Pick Sides
- Recession Concerns Continue to Trend Upward, with Investors Incrementally Prioritizing Margins; Despite Disinflation and First Rate Cut, U.S. Presidential Election Uncertainty Continues to Weigh on Capex Decisions
- Amid the Q2’24 Earnings-induced Dislocation and Despite Emerging Frothy Valuation Concerns, Surveyed Investors Largely Report Being Net Buyers and Seek Opportunities
