Inflation Mentions on Earnings Calls Align with CPI Trends

The frequency of $SPX companies mentioning 'inflation' during earnings calls appears to correlate with the quarterly Consumer Price Index (CPI) figures. FactSet posted on X, highlighting this trend, which suggests a close relationship between corporate discussions on inflation and the official inflation metrics. This alignment indicates that as inflation becomes a more prominent topic in earnings discussions, it often reflects broader economic inflation trends as measured by the CPI.