PRICE PRESSURES
05/23/2024 |
In 2019, the number of S&P 500 firms mentioning inflation during their earnings calls averaged 129/quarter. In 20Q1, it collapsed to 58, but then steadily rose through 22Q2 when it reached 412. Since, it’s steadily declined and in 24Q1 is likely to be 230. While that’s above the 10-year inflation-mention average of 180, it will likely go below that by year end. Inflation is a fading phenomenon.