Research Blog

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2025 Q2 Earnings Season Off to A Strong Start After Bank Reports

7/21/25

The Late Earnings Report Index (LERI) shows increased certainty, despite more companies setting unusual earnings dates.

Inflation Week on Wall Street Comes as Tariff Risk Re-Emerges

7/15/25

Investors may be happy to shift some of their focus away from the ongoing tariff saga and back toward economic data and earnings reports.

Q2 2025 Earnings Preview: Modest Growth Expected Amidst Economic Crosswinds

7/14/25

While many associate the big bank reports with the unofficial kick off of earnings season, it’s important to note that we’ve already gotten results from 20 S&P 500 companies that can give us clues as to how the season will progress.

Buybacks Reach Record Highs as Q2 Earnings Season Approaches

7/10/25

As we head into the second half of the year, expect record stock buyback activity for companies in the S&P 500.

The Great ESG Rebrand: Why a Quieter Approach to Sustainability Is Winning

7/08/25

Corporate executives are shifting from optics to outcomes when it comes to ESG.

2025’s Box Office Bonanza: Blockbusters, Busts, and a Summer Showdown

6/30/25

After a slow start, ticket sales are tracking above year-ago levels. Coming soon, July and August boast a gaudy movie-release lineup.

Tariffs Take a Toll: What to Expect from Interim Auto Reports Next Week

6/26/25

Ahead of the second quarter earnings season start, investors will be tuned in to important results from the automakers next week when thirteen global car companies release their monthly production, deliveries and/or sales numbers.

Tracking Strong Dividend-Increase Trends Amid Macro Uncertainty

6/24/25

As we put the finishing touches on a first half that was littered with uncertainty, a small treasure is seen in global dividend trends.