Research Blog

Q2 2021 Investor Conference Summary

Event Data Outlook - Equity markets sell-off, but economic optimism remains

Ever Given, the massive container ship that ran aground in the Suez Canal, was the meme of the week, but it could also be analogous to the financial markets recently.

M&A Activity picks up in Q1; Spinoffs at highest level since Q3 2019

With the first quarter of 2021 winding down in two weeks time, we parsed through our data to look for any trends in corporate actions versus Q4 2020 and the year ago quarter.

Event Data Outlook - Week of March 15

Merger & Acquisition activity is back on the rise after a catastrophic decline during the pandemic; the count of spinoffs is also up big versus Q1 2020 as investors reward newly spun-off stocks

Dividend Resumption of Consumer Names Signals Strength Ahead

The consumer discretionary sector continues to be in focus this week, not just as investor’s eye the group as potential winners of the “return to normal” trade, but also as they are the group that closes out Q4 earnings season.

What’s on the horizon for these 8 companies poised to benefit from pent up consumer demand

As the worst of the severe winter weather is (hopefully) behind us at this point, and COVID cases improve nation-wide in conjunction with broader vaccine distribution and the addition of a third FDA approved vaccination from Johnson & Johnson...

Event Data Outlook - Week of March 1, 2021

Meme stocks are back in the news as high short-interest names feature elevated volatility. One such stock crossed our radar and is highlighted this week.

Event Data Outlook - Week of February 22

Impressive US retail sales provide further evidence of exceptional GDP growth in 2021.