The potential for a squeeze in corporate profitability is starting to loom larger for the investors and analysts who track USA Inc.
It’s not hard to see why. Mentions of “inflation” or “shortage” in S&P 500 earnings transcripts this quarter reached the highest level since at least 2010. Costs are rising, and supply chain disruptions have hit the supply of goods as demand for them increases.
Investors are concerned about how long companies will be able to turn such a high portion of their revenue into profits and what that means for stock markets that are at record levels. And the warnings are trickling in.
您已閱讀13%（612字），剩餘87%（3999字）包含更多重要資訊，訂閱以繼續探索完整內容，並享受更多專屬服務。