Edge from earnings calls: Tapping into economic trends through textual analysis
Julia Asri Meigh, Head of ESG and Macro Research (New York)
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Semantic analysis of company earnings calls to predict stock price movements has long been a widely researched area in the world of alternative data. We explore whether textual analysis of earnings calls can help identify insights into broader economic trends in a volatile market. We highlight the datasets available that can help identify early signals of shifting economic sentiment before wider market data is released.