Research Blog

As banks get ready to report for Q1, corporations’ “body language” is sending these 3 bullish signals for the season ahead

As we ready ourselves for the official kick-off to the Q1 2021 earnings season with JPMorgan, Goldman Sachs and Wells Fargo all reporting on Wednesday, early indicators are painting a very rosy picture of what’s to come.

Event Data Outlook, April 12 - US Technology Stocks are Once Again Surging

US Technology stocks are once again on the move higher as the S&P 500 surges above 4,000

Best earnings season in 2.5 years? Companies giving some pretty bullish signals

Q1 2021 could see the highest earnings growth in since Q3 2018, with upward momentum in estimates since the beginning of the year

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.

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

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.

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.