Causation

Impact of Falling Profit Expectations on Investment During Recessions

A reduction in the policy interest rate during a recession may fail to spur investment if firms' expectations for future profits also decline. Pessimism about future profitability can be a powerful deterrent to new investment, potentially overriding the incentive created by lower borrowing costs and thus weakening the investment response to monetary easing.

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Updated 2025-10-31

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