EMEA IBMers take heed of AK's signal: RAs ahead.
Also, what the hel| is AK looking at: a very robust business environment in the Americas and Asia? In comparison to EMEA apparently?
https://www.wsj.com/articles/what-ceos-are-saying-the-fed-should-look-out-the-front-windshield-11666401863
By: George Stahl
Oct. 22, 2022 8:00 am ET
Here is what some of the world’s corporate leaders said this week about the economy, consumer spending and advertising trends, among other topics.
International Business Machines Corp. Chief Executive Arvind Krishna:
“In the Americas, I find a very robust business environment. I find that most enterprises want to invest.…If I go to Asia, it’s very similar.…In Europe, I think we shouldn’t put our head in the sand. I think that with the mixture of energy and inflation, you can sense that there is some caution creeping into the conversations, albeit not in the data and not yet in what we are doing as business there. But we’d be foolish not to prepare that there could be a bit of a downturn in Europe only.” (Oct. 19)