Core Insights - Despite ongoing trade tensions and seemingly high stock valuations, corporate executives exhibit unusual optimism regarding the economy [1] - The frequency of mentions of "economic slowdown" and its synonyms is at its lowest level since 2007, indicating a positive outlook among companies [1] - The S&P 500 index is on track for its third consecutive year of high returns, with stock prices remaining as expensive as their post-pandemic peak [1] Company Performance - Companies have managed to mitigate the impact of tariffs through price increases, cost-cutting measures, and supply chain simplification during the third quarter earnings season [1] - Global consumers have shown resilience, contributing to the positive performance of companies despite external economic pressures [1] Economic Context - The government shutdown has led to interruptions in official U.S. data, creating a more uncertain policy outlook, yet corporate optimism persists [1] - Investor concerns regarding tariffs severely damaging global growth and corporate profits have largely not materialized [1]
贸易紧张局势并未抑制市场信心 美国企业高管乐观情绪达2007年以来最高
Ge Long Hui A P P·2025-11-11 12:37