Research Blog

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Record Share of EPS Increases This Quarter, But Are Economic Cracks Forming?

9/18/25

More companies are lifting their EPS estimates as the bull market nears its third anniversary.

US IPO Activity on Track for the Best Quarter Since Q1 2022

9/16/25

Q3 2025 IPO filings have reached 104 with two weeks left in the quarter, making it the strongest quarter since Q1 2022

Weak Jobs Report All But Locks In Fed Rate Cut; All Eyes on Inflation Data

9/10/25

Consumer behavior is again in focus this week, with Kraft-Heinz announcing a major spinoff due to shifting preferences.

Analyst Days and Shareholder Meetings Add Color to an Active Macro Backdrop

9/09/25

Amid a busy economic and corporate calendar, key company events like Analyst Days and Shareholder Meetings are providing investors with potentially surprising new information on short-term trends and strategic plans.

Conference Season Ramps Up: Key Insights on Consumer Strength, Tariffs, and the AI Revolution

9/03/25

Executives and analysts have returned from August holiday, and conference season is already back in full swing.

NVIDIA, PCE Inflation, and Auto Sales May Shape the September Backdrop

8/27/25

After tonight’s NVIDIA earnings report, inflation data will be the focus, particularly after last week’s dovish pivot from Fed Chair Powell at Jackson Hole.

Tech Tumbles, All Eyes on Nvidia

8/25/25

Last week saw a volatile tech market, rescued by the Fed's remarks, with all eyes now on Nvidia's earnings and mixed results from the retail sector.

Jackson Hole and Other Macro Data On Tap: Key Takeaways for Investors

8/20/25

July CPI, PPI, and Retail Sales are in the rearview mirror, and investors now look ahead to a trio of key potential macro volatility catalysts this week.