Research Blog

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Economic Headwinds Chill M&A Deals

3/20/25

Corporate dealmaking continues to struggle in 2025, with Q1 M&A announcements currently set to come in at their lowest level since the COVID-19 pandemic.

Cracks in the Consumer? Watching Lululemon Earnings and Disney’s Shareholder Meeting

3/18/25

Earnings from Lululemon and Disney’s annual shareholder meeting may offer fresh insights into the health of household finances.

Companies From This Sector Are Lowering Guidance Ahead of Q1 Earnings Reports

3/14/25

This week, three major airlines issued 8-Ks to lower the previous earnings and sales guidance given in those Q4 reports.

Honeywell’s Planned Spinoff and What It Means Amid Macro Volatility

3/13/25

After a slew of generally successful spinoffs elsewhere in the market, Honeywell looks to split into three units.

March’s Interim Data Highlights: Economic Clues from Costco, Taiwan Semi, and Brokers

3/06/25

We focus on the consumer, the chips industry, and what a host of asset managers may reveal as interim data reports roll in.

Earnings Season Wraps Up: US CEOs Signal Highest Confidence in Two Years

2/27/25

Despite how consumers might be feeling, corporate confidence is rebounding.

Shareholder Meeting Season Gets Going: Tariffs, AI, and Farmland in Focus

2/24/25

Apple, Deere, and Qualcomm host shareholder meetings in the next five weeks that may shed light on market-wide risks.

Mid-Q1 2025 Investor Conference & Events Highlights Update

2/20/25

We will learn where CEOs across sectors stand over the coming weeks considering a busy conference slate.