Monthly Archives: July 2009

Is the U.S. stimulus working yet?

While meeting with investors in Paris this week, several raised the question whether the U.S. stimulus is working yet.  Most corporations are certainly not yet seeing any direct benefits and the worry on investor minds is that the markets are getting way ahead of reality because the stimulus is only going to start trickling down to companies next year and the real impact on corporate earnings will not show up until 2011-2012.

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