Kate Moore, Managing Director and Head of Thematic Strategy at BlackRock
The Walker Webcast
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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