“Acts OF God” Expectations United Airlines has navigated the Wall Street earnings guidance game quite well since CFO Mike Leskinen took over in 2023. He began including the possibility of exogenous events in setting financial expectations. “We try to set it in a way that the vast majority of the time we will hit it,” […]
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ByTheNumber$ – January 26th, 2026
Business Inflation Expectations Decline The Federal Reserve Bank of Atlanta released the results of their January survey of business year ahead unit cost inflation expectations showing a decline from 2.2% in December to 2.0%. Two-thirds of firms surveyed have active job openings, with many citing normal turnover as the primary reason. Many firms see a […]
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