Research Blog

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5/20/24

Q1 earnings season winds down with mixed retail results, but promising economic data.

5/15/24

With the bulk of Q1 earnings reports in the bag, the focus shifts to reading between the lines at corporate conferences.

5/13/24

The post-peak LERI reading came in at 157, showing US CEO uncertainty remains high.

5/08/24

As stock splits sour and IPO activity remains light, executives might continue to seek to add value through crafting spin-offs.

5/06/24

Q1 earnings continue to come in better-than-expected, pushing the overall S&P 500® EPS growth to 5.0%.

5/01/24

First-quarter earnings have verified well thus far, but rate-sensitive industries continue to face headwinds.

4/29/24

Markets finally turned positive late last week due to better-than-expected results from big tech.

4/24/24

Volatility has come about from macro events, but focusing on firm-specific happenings can potentially give investors an edge.

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