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.

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.