CEOs Are Discussing the Fed on Earnings Calls at Record Pace
- Mentions by US and European firms are set to hit all-time high
- Mixed signals on economy have driven policy, rates uncertainty
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The Federal Reserve is a hot topic this week for global investors trying to time interest-rate cuts. It’s also — unusually — a prominent feature on Corporate America’s post-earnings conference calls.
As data flash mixed signals about US growth, market participants are struggling to figure out the path for Fed rate cuts beyond the September meeting. US policymakers face pressure to unwind elevated rates even as inflation holds above pre-pandemic levels and threatens to stifle consumer spending.