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US Corporate Outlook Brightens Ahead of Holiday Quarter
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Strong cash flows and improving guidance from US companies signal a positive Q4 outlook, reinforcing confidence in a soft landing scenario.
US corporate sentiment improved heading into the holiday quarter as strong cash flows, healthy balance sheets, and moderating inflation supported revised guidance across multiple sectors. Semiconductor, renewable energy, and consumer goods firms have upgraded revenue forecasts. Analysts project that Q4 earnings growth could exceed 6% YoY, driven by retail recovery and tech resilience. The data supports expectations for a soft landing scenario and potential Fed easing by early 2026.