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Analyst Survey 2020: Cycle, what cycle?

By Richard Edgar Editor in Chief

Decisions need data. And the Analyst Survey, taken by our 151 analysts, provides mountains of it. Behind the charts, articles and infographics are more than 12,000 data points that describe the hopes and fears of company managers, their spending plans, and even the impact of climate change on businesses. This year, the survey's overall Sentiment Indicator fell to 0.2 - its lowest level since 2016. This suggests our analysts still expect fundamentals to improve slightly in 2020, but it reflects concern over geopolitical risks, being late in an already lengthy cycle, and being alert to tail risks like the coronavirus. What the survey presents is data, what it offers is improved decision-making. We hope it helps yours. - Richard Edgar, Editor in Chief  

Decisions need data. And the Analyst Survey, taken by our 151 analysts, provides mountains of it. Behind the charts, articles and infographics are more than 12,000 data points that describe the hopes and fears of company managers, their spending plans, and even the impact of climate change on businesses. This year, the survey's overall Sentiment Indicator fell to 0.2 - its lowest level since 2016. This suggests our analysts still expect fundamentals to improve slightly in 2020, but it reflects concern over geopolitical risks, being late in an already lengthy cycle, and being alert to tail risks like the coronavirus. What the survey presents is data, what it offers is improved decision-making. We hope it helps yours. - Richard Edgar, Editor in Chief  

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