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Geopolitics More Worrisome Than Labor Costs

Results of a JPMorgan study of 25,000 transcripts of corporate earnings calls and other public meetings.

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Geopolitical concerns have reached the highest level in five years, while concerns about higher wages may be diminishing, according to a JPMorgan Chase & Co. study.

JPMorgan strategists including Dubravko Lakos-Bujas analyzed more than 25,000 recent earnings transcripts, conference calls, and question-and-answer sessions for S&P 500 Index companies. Banks and energy, technology, and transportation companies increased references to geopolitics, while banks talked about the global economic growth outlook and reduced client activity.

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