Professor Bill Mayew explores whether public companies have visibility into the macroeconomy to filter errors in GDP data—and what that means for economic forecasting Every quarter, the U.S. Bureau of Economic Analysis releases its initial GDP estimate—a flagship measure of economic health that influences corporate boardrooms, Federal Reserve policy, and investor portfolios. But there’s a catch: these early numbers are often wrong. In this episode, Professor Bill Mayew of Duke University’s Fu...
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Professor Bill Mayew explores whether public companies have visibility into the macroeconomy to filter errors in GDP data—and what that means for economic forecasting Every quarter, the U.S. Bureau of Economic Analysis releases its initial GDP estimate—a flagship measure of economic health that influences corporate boardrooms, Federal Reserve policy, and investor portfolios. But there’s a catch: these early numbers are often wrong. In this episode, Professor Bill Mayew of Duke University’s Fu...
Special Episode: "Should the U.S. End Quarterly Earnings Reports?" w/ Prof Rahul Vashishtha
Duke Fuqua Insights
12 minutes
1 month ago
Special Episode: "Should the U.S. End Quarterly Earnings Reports?" w/ Prof Rahul Vashishtha
Trump's push to end quarterly reporting could reshape American business. Professor Rahul Vashishtha explains what research shows about the trade-offs. When companies report earnings more frequently, they make different investment choices, often abandoning profitable long-term projects that don't pay off quickly. This behavioral shift sits at the heart of President Trump's renewed call to end quarterly reporting requirements in favor of six-month reporting cycles. In this episode, Profe...
Duke Fuqua Insights
Professor Bill Mayew explores whether public companies have visibility into the macroeconomy to filter errors in GDP data—and what that means for economic forecasting Every quarter, the U.S. Bureau of Economic Analysis releases its initial GDP estimate—a flagship measure of economic health that influences corporate boardrooms, Federal Reserve policy, and investor portfolios. But there’s a catch: these early numbers are often wrong. In this episode, Professor Bill Mayew of Duke University’s Fu...
