US company executives are talking much more about the upcoming presidential election than they did four years ago as a wider policy rift between candidates Kamala Harris and Donald Trump raises questions around taxes, tariffs and pricing power.
In company earnings calls over the two months ended Aug. 15, mentions of “election” or “White House” were 34 per cent higher than the corresponding period in 2020, according to an LSEG Workspace screen of S&P 500 companies.
After energy and carbon emissions...