Supply Chain Research

Inflation and supply chains are topics of increasing attention, from both central banks and companies as expectations move away from the tough that increasing prices would be transitory. Analysis of earnings call transcripts from CapitalIQ show mentions of inflation related words appeared in 71.0% of calls in Q4 2021, up from 39.2% in Q4 2020. This is a reversal from expectations at the beginning of the epidemic, where companies expected a fall in economic activity and an extended recession. Supply chain talk followed a similar pattern recently, up to 77.8% of calls in Q4 2021 form 53.8%...