A Historically Strong US Corporate Sector May Have Helped Avert a Recession
The Weekly Globe: in this article, we demonstrate the structural improvement in the financial health of U.S. companies, explain why this strength may have helped prevent a recession, and how it influences investment decisions
By Alejandro Estevez-Breton, Chief Fixed Income Strategist
U.S. companies are doing just fine. So far, about two-thirds of American companies have reported positive results for the last quarter, with just over 80% exceeding revenue expectations. However, a less discussed trend is the structural improvement in the financial health of the corporate sector. In this article, we demonstrate this improvement, highlight why the strength of American companies may have prevented a recession in the U.S., and how this influences investment decisions.
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