​Wall Street On Edge: Election Talk In Earnings Calls Up ‘More Sharply’ Than Past Political Cycles – Tyler Durden

Wall Street On Edge: Election Talk In Earnings Calls Up ‘More Sharply’ Than Past Political Cycles With 93% of S&P 500 companies reporting, Goldman analysts have found a sharp increase in earnings calls mentioning election uncertainty, likely dampening capital expenditure growth for companies through the end of the year. There are currently 76 days (as of Tuesday) until the November 5th US presidential elections. “Election discussions have entered management commentary earlier than in past election cycles, with some companies—particularly financials, government contractors, and those with exposure to the Inflation Reduction Act—noting that either they or their customers are postponing some investment decisions…  — Continue at ZeroHedge News : Read More