Research Blog

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The 2026 IPO Bottleneck Breaks: From SpaceX to AI Unicorns

4/09/26

The US IPO market in 2026 is shaping up to be a historic bottleneck break.

A Box Office Boom? What Hollywood's 2026 Spring & Summer Slate Means for the Economy

4/08/26

Strong YTD box office ticket sales suggest consumers are still spending selectively despite inflation and macro uncertainty.

Q1 2026 Dividend Check-In: Highest Quarterly Hike Percentage Since 2019

4/02/26

Dividend hikes hit their highest level since 2019, but a sharp divergence is signaling caution: are mega-cap titans just flush with cash, or is small-cap restraint an early warning of tighter credit conditions ahead?

The Reporting Revolution: Is North America Ready for Semi-Annual Earnings?

3/26/26

The long-standing debate over how frequently publicly traded companies should report their financial results has reached a tipping point.

Is Corporate America Stepping In? Stock Buyback Announcements Rise as Markets Stumble

3/24/26

Software stocks are down big YTD, but AI-targeted companies have signaled confidence through increased buyback announcements.

From AI to Consumer Spending: Five Analyst Days Investors Should Track

3/18/26

Analyst Days ramp up as companies outline strategy, growth initiatives, and long-term financial targets.

Building Through the Chaos: Mixed Housing Data Amid Iran War and Tariff Turmoil

3/12/26

This week, the U.S. housing market has taken center stage with a flurry of data releases and a critical earnings report from homebuilder Lennar.

Pain at the Pump, Opportunity in ETFs: Energy Funds Back in Vogue

3/10/26

WTI crude oil’s volatility and geopolitical turmoil drive record trading volume in some commodity ETFs.