Research Blog

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Consumer Health in the Spotlight Ahead of Key Retail Earnings Reports

8/18/25

Retail reports will be in focus this week with names like Walmart, Target, Home Depot, Lowe’s, TJX Companies and more releasing results.

Strong Earnings and Favorable Inflation Readings: What's Next for U.S. Equities?

8/13/25

Strong Q2 earnings and a cooler inflation report point to a favorable environment for U.S. equities through year-end, driven by robust tech performance and potential interest rate cuts.

AI and Crypto Ignite a Tech IPO Boom: Who Will Be the Next Go-Public Superstar?

8/11/25

The IPO floodgates have swung open for breakthrough AI and crypto companies ready to shake up the market.

Back-to-School Spending Season in Full Swing, Key Events Ahead

8/06/25

Amid economic uncertainties, the back-to-school shopping season is in full swing, with upcoming retail earnings and economic reports poised to reveal the true health of consumer spending.

The Earnings Party Hits a Wall: Strong Q2 Profits Can't Overcome Macro Fears

8/04/25

Another week of stellar earnings led to the S&P 500 and Nasdaq Composite hitting record levels by Thursday, but what a difference a day makes.

Q3 2025 Investor Conference & Events Highlights

7/30/25

Corporate gatherings in the weeks to come provide an insightful backdrop as the Q2 earnings season rolls on.

Magnificent 7 Diverge as Peak Earnings Season Puts Spotlight on Big Tech

7/28/25

As peak earnings season begins, the Magnificent 7 are in the spotlight with Tesla's struggles contrasting with Alphabet's strong performance, while other tech giants prepare to report this week.

The Analyst's Dilemma: Why the Same Stock Price Can Be Both Right and Wrong

7/25/25

Discover why the same stock price can be both right and wrong, and how corporate actions create a dilemma for financial analysts.