Mentions of “recession” on S&P 500 earnings calls have surged to highest level since 2023 ...Middle East

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The spike in recession rhetoric comes despite generally solid earnings and resilient consumer data, highlighting mounting corporate unease over the broader macro backdrop. Executives are increasingly citing risks tied to inflation, higher-for-longer interest rates, and a potential slowdown in global demand. Notably, the re-emergence of U.S. tariff threats—particularly targeting China and key trade partners—has added another layer of uncertainty, raising concerns about supply chain disruptions and margin pressures. Analysts say the cautious tone may reflect pre-emptive positioning ahead of a potentially more volatile second half.

This cartoon was in Chinese media a month or so ago.

This article was written by Eamonn Sheridan at www.forexlive.com.

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