DataTrek Research
- DataTrek Research pointed out that third-quarter earnings calls had fewer mentions of "recession."
- Just 11% percent of management teams mentioned a recession, below the 2020-2022 peaks of 42%-46%.
- Mentions of inflation were down to 55% of companies in the third quarter, down from a peak of 83% in 2022.
Our chart of the day comes from DataTrek Research, which notes that mentions of certain economic buzzwords are down on company earnings calls, signaling corporations' feelings about the economy heading into year-end.
As disinflation continues at a steady clip and the labor market shows signs of loosening, corporate America is feeling a little less on edge about the path of the economy.