Lebovitz espera crecimiento con o sin reforma tributaria

The video discusses the resilience of the market despite the lack of tax reforms, highlighting the expectation of modest profit growth and a robust economic forecast. It explores the potential impact of tax reforms on wages and consumer purchasing power, noting that wage growth could boost sales but also pressure margins. The video also examines investment trends, showing a shift towards companies with high CapEx and R&D, and discusses the business cycle's influence on spending, independent of tax plans.

What is the primary reason the market remains resilient despite the absence of tax reform?

• High consumer confidence

• Expected profit growth and strong economic fundamentals

• Rising interest rates

• Increased government spending

How might rising wages impact consumer purchasing power and sales growth?

• Have no effect on sales growth

• Enhance consumer purchasing power and boost sales growth

• Lead to a decline in sales growth

• Decrease consumer purchasing power

What risk is associated with wages rising faster than overall inflation?

• Downward pressure on profit margins

• Decreased investment in technology

• Increased consumer debt

• Higher unemployment rates

What trend is observed among stocks with high capital expenditures (CapEx) compared to those focusing on buybacks?

• Stocks focusing on buybacks are outperforming

• Stocks with high CapEx are outperforming

• Both are performing equally

• Stocks with high CapEx are underperforming

What is the current business cycle trend regarding company spending?

• Companies are focusing solely on buybacks

• Companies are reducing spending due to lack of cash

• Companies are spending more to meet demand

• Companies are holding back on spending due to tax uncertainties