How Supply Chain Inflation Is Reshaping Corporate Earning...

What this episode covers

In this episode of The Quarterly Review, Lucas and Luna examine how surging input costs from the Iran conflict and China's near-four-year high wholesale inflation are flowing through to corporate earnings. They break down the impact on margins for industrial and consumer goods companies, using real data from the latest GDP report and recent earnings calls. The hosts discuss which sectors are best positioned to pass on costs and which are getting squeezed. They also touch on the broader market rotation out of tech and into value stocks like Berkshire Hathaway and JPMorgan. A focused look at supply chain inflation and what it means for investors in June 2026. #SupplyChainInflation #ChinaWholesaleInflation #IranConflict #CorporateEarnings #MarginPressure #IndustrialSector #ConsumerGoods #GDPGrowth #MarketRotation #ValueStocks #BerkshireHathaway #JPMorgan #Business #EarningsAnalysis #FexingoBusiness #BusinessPodcast #QuarterlyReview #InflationImpact Keep every episode free: buymeacoffee.com/fexingo

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Frequently Asked Questions

How long is this episode of The Quarterly Review with Fexingo: Earnings, Reporting, and Performance Analysis for Businesses?

This episode is 5 minutes long.

When was this The Quarterly Review with Fexingo: Earnings, Reporting, and Performance Analysis for Businesses episode published?

This episode was published on June 10, 2026.

What is this episode about?

In this episode of The Quarterly Review, Lucas and Luna examine how surging input costs from the Iran conflict and China's near-four-year high wholesale inflation are flowing through to corporate earnings. They break down the impact on margins for...

Can I download this The Quarterly Review with Fexingo: Earnings, Reporting, and Performance Analysis for Businesses episode?

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