Corporate disclosures during Q3 2018 highlighted shifts in cost inflation trends and increased uncertainty in outlooks.
A bottom-up review of recent consumer results - and the implications for other fundamental trends in the economy.
A bottom-up review of inflation trends in the economy based on the results and disclosures of hundreds of public companies.
Q2 trends drove continued optimism and tighter capacity conditions, increasingly influencing outlooks for growth investment and pricing power.
Management commentary during the Q1 reporting season indicated an important shift in the outlook and psychology of corporate America.
There were two topics that dominated company disclosures during Q4 2017 reporting season: cost inflation and tax reform.
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