
Recent analysis reveals a significant decline in the mention of 'recession' during earnings calls among S&P 500 companies. According to data from Torsten Sløk of Apollo, fewer than 30 companies have cited the term for the second consecutive quarter. This trend suggests that corporate America is not expressing concerns about an impending economic slowdown. While financial and industrial sectors have been the primary contributors to these mentions, the overall sentiment across earnings calls indicates a shift away from recession-related discussions, contrasting with widespread media narratives about economic challenges.
Lower citation of “recession” on earnings calls for S&P 500 companies, but notably most of what was mentioned was by financials and industrials. https://t.co/avIUjn52U0
Less than 30 $SPX companies have cited the term "recession" on earnings calls for the 2nd straight quarter. #earnings, #earningsinsight, https://t.co/bsZZHaxgSL https://t.co/FOBZ9XoQkG
Very few companies citing "recession" on earnings calls https://t.co/hDkHp56VbH https://t.co/CtN7794yDW

