Kate Moore, Managing Director and Head of Thematic Strategy at BlackRock
The Walker Webcast
00:00
Positive CEO and CFO Confidence in Earnings Trend and Market Dynamics
The chapter highlights the shift in CEO and CFO confidence towards a positive outlook on their companies and the economy, driving investment and spending. It discusses the health of consumer income and spending data, concerns about big tech companies in the S&P index, and the impact of analysts underestimating earnings growth of technology firms.
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