Survey Finds Renewed Hunger for Growth and High Expectations for 2025, though Shift ‘From Political to Policy Uncertainty’ Keeps Outright Bullishness at Bay
Industrial Investors Brace for Disappointing 2H24 amid Anticipated Misses and Downward Guidance Revisions; Sights Turn to 2025 for Which Optimism is Building
Survey Finds Notable Sentiment Divergence Resulting in Bull-Bear Barbell; Outright Bearishness at Highest Level in 12 Months with More Downward Guidance Revisions Expected
Precipitous Decline in Industrial Investor Optimism amid Renewed Demand Concerns; Those Expecting Broad-Based Softness Doubles QoQ
Survey Finds Investors Trading Exuberance for More Neutral Stances amid Reemerging Recessionary Concerns and Turbulent Political Conditions Globally; 2H Spending and Growth a Key Focus
Industrial Investor Optimism Continues to Rise as Expectations for Broad-Based Weakness are Replaced with Anticipation of an Improving Landscape Amid Inventory Normalization and Orders Green Shoots
Heading into Earnings Season, Optimism Tracks Higher as Investors Cast Off Recessionary Concerns, Adapt to Higher-for-Longer, and Embrace AI…Margin Focus Gets a Shot in the Arm
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