Research Blog

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From Black Friday to Fed Wednesday: The Year-End Data Investors Must Watch

12/03/25

Economic data paired with recent corporate body language lay the groundwork for how investors should position heading into 2026.

Retail Reality Check: What Earnings Say About the Cautious US Consumer Ahead of Black Friday

11/25/25

Value-focused retailers like Walmart and TJX are thriving as consumers cut back on discretionary items and trade down from mid-tier stores.

M&A Momentum: A Hidden Bullish Indicator Heading Into 2026?

11/19/25

A slew of corporate deals has sparked optimism heading into the end of the year.

After Shutdown and Tech Sell-Off, All Eyes Turn to Retail Earnings

11/17/25

This week we get results from retailers: WMT, TGT, TJX, ROST, HD, LOW, as well as results from AI darling Nvidia.

Government Reopening in Sight, Markets Refocus: Key Investor Conferences to Watch Before Year-End

11/12/25

A busy conference docket now through the holidays is likely to help clear up what has been a foggy macro backdrop, given the dearth of official data since October 1.

Recent IPO Earnings in Focus the Final Peak Week of the Q3 Season

11/10/25

This week we get results from an onslaught of recent IPOs such as Gemini Space Station, Via Transportation, Figure Technology, Stubhub and more.

Netflix Joins the (Much Smaller) Stock-Split Club

11/05/25

Traditional stock-split announcements have slowed in the second half of 2025, reflecting more cautious corporate sentiment.

At the Halfway Mark S&P 500 Earnings Defy Headwinds as Tech and Health Care Deliver Strong Q3

11/03/25

Potential earnings surprises this week: Eastman Chemical, Martin Marietta Materials, Stanley Black & Decker, ConocoPhillips and more.