According to Bloomberg Terminal, May 2024 saw a record 60 S&P 500 companies and 193 Russell 3000 companies mention 'reshoring' during earnings calls, highlighting a strong trend of moving foreign operations back to the US. This shift could drive increased demand for US-based blockchain infrastructure and stablecoins as companies look to streamline payments and supply chains domestically. Traders should monitor potential impacts on USD-backed crypto assets and increased volatility in blockchain logistics tokens, as reshoring may trigger capital flows and tech investments into US-centric crypto solutions (source: Bloomberg Terminal, June 2024).

According to The Kobeissi Letter, 23% of S&P 500 companies referenced 'recession' during their Q1 2025 earnings calls, the highest level since 2022 and exceeding all years from 2008 to 2020 except one (source: The Kobeissi Letter, May 13, 2025). This significant uptick in recession concerns among US corporate executives signals heightened economic uncertainty, which historically drives increased volatility and risk-off sentiment in both traditional equities and cryptocurrency markets. Traders should monitor for potential capital flows out of risk assets like Bitcoin and Ethereum as macroeconomic caution rises.

According to The Kobeissi Letter, 23% of S&P 500 companies referenced 'recession' during their Q1 2025 earnings calls, marking the highest rate since 2022 and exceeding levels seen from 2008 to 2020 except for crisis periods (source: The Kobeissi Letter, May 13, 2025). This spike in recession concerns signals growing caution among US corporate leaders, which historically correlates with market volatility and defensive asset flows. For crypto traders, increased recession fears can drive greater interest in Bitcoin and stablecoins as alternative hedges against traditional market risk. Monitoring these earnings call trends is vital for anticipating shifts in institutional sentiment that may accelerate capital rotation into the cryptocurrency market.

According to MilkRoadDaily, traders should closely monitor several major economic events this week, including the release of S&P Global Services PMI and ISM Non-Manufacturing PMI data, as well as the latest Initial Jobless Claims figures. Additionally, around 20% of S&P 500 companies are reporting earnings. These events are likely to impact traditional markets and crypto price action, as macroeconomic data and corporate earnings can influence risk sentiment and liquidity flows (source: MilkRoadDaily via Twitter, May 5, 2025).