Research Blog

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The Q1 Investor Conference Calendar: What Matters and Why

1/07/26

With gold surging and AI competition heating up, investors are eyeing a jam-packed Q1 conference slate to gauge global market momentum.

Tinseltown Tensions: The Holiday Box Office Meets a Wild M&A Plotline

12/15/25

As Hollywood celebrates a $300 million holiday haul, a hostile takeover bid for Warner Bros. Discovery and a 50% surge in IMAX stock signal a dramatic shift in the entertainment landscape.

[Infographic] Volatility Inducing Events from 2025

12/10/25

From the April lows to the AI-driven rebound, this year kept investors on their toes.

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.