Profit Inflection Is More Soft Landing Evidence, Erstwhile Bear Says

Soft landing evidence in the US just keeps piling up. Or at least that's one way to characterize still-robust macro data and what looks like an inflection in profit growth headed into 2025. Generally speaking, Wall Street expects double-digit EPS growth from corporate America next year, a result which at least a few skeptics argue is inconsistent with the notion that the Fed will keep cutting rates. For now, consensus still sees the two -- i.e., additional rate cuts and strong earnings growth

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