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Neil Sethi @neilksethi on x 12.7K followers
Created: 2025-07-27 14:59:00 UTC
BoA: Corporates sound more upbeat based on our NLP analysis after a steep drop in 1Q (outside of still miserable small caps, Exhibit 59). We have yet to clamber back to pre-Liberation Day optimism, but tariff uncertainty largely remains the scapegoat for near term caution. Long-term outlooks are very “half-full” - an uptick in project delays means pent-up spend down the road, tariff inflation has been offset by pricing, OpEx focus, etc.
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