Recession and Inflation Fears Cool Slightly But Unease Remains for Many Companies
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Mentions of "recession" on earnings calls fell to 11% in Q3, down from peaks of 42-46% in 2020 and 2022.
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Mentions of "inflation" also declined in Q3 to 55% of companies, down from a 2022 peak of 83%.
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Over half of S&P 500 companies still cite inflation pressures in cost structures.
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Elevated recession and inflation mentions signal continued unease among companies.
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History suggests economic optimism peaks before downturns, as "soft landing" mentions spike.