US corporates
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 10, 2022 by Louis-Vincent Gave · across every show →
Everything said about US corporates, oldest first
Oct 10, 2022 bearish
Gave: US corporate ability to boost earnings via debt buybacks has disappeared
“However you cut it, with the rising cost of capital in the US and the rising exchange rate, the ability of US corporates to massage earnings through creative accounting, issuing debt to buy back shares, et cetera, has disappeared.”