Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping Corporate Earnings Calls
In this episode of Stagflation Conversations, Lucas and Luna dive into the subtle but telling ways that stagflation is changing the language and numbers on corporate earnings calls. With core PCE running at 3.3 percent annually and real GDP growth slowing to 1.5 percent, companies are fielding tougher questions from analysts about pricing power, volume, and margin compression. Lucas highlights a striking data point: mentions of 'stagflation' on earnings calls have tripled since 2024, and CFOs are increasingly using phrases like 'input cost inflation' and 'demand…
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