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 are the implications of high profits being used for dividends and buybacks instead of wages?

In what ways could the tax plan potentially influence corporate spending?