Research Blog

Earnings Recession Imminent Heading Into Q1 Season

4/13/23

First Republic and PacWest Delay Earnings Dates

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Floundering First Republic Bank Delays Q1 Earnings and Cuts Preferred Dividend

4/10/23

On Friday, April 7, First Republic Bank (FRC) announced they would report Q1 2023 earnings on April 24 after market close

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Is US Corporate Confidence in Danger of Slipping? LERI Says Yes

4/10/23

The uncertainty index which suggested CEOs were feeling more comfortable with how their businesses were performing in Q1 is now showing that confidence wavering ahead of Q2 earnings reports.

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What’s the Next Financial Shoe to Drop? Eyeing a Late Earnings Date Confirmation

3/20/23

We spotted one regional bank with a suspiciously late earnings date confirmation that warrants closer attention following the SIVB collapse.

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Investor Day Month: Key Analyst Days Happening in March

3/13/23

Outlooks provided on new products, services, and initiatives at investor days this month will lay the foundation for how the balance of 2023 unfolds.

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Signs Point Towards Not So Rosy Outlooks from Retailers

2/21/23

Potential surprises this week: EBAY

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A Pair of Bullish Earnings Date Confirmation Stocks and A Bearish Late Retail Confirmer

2/18/23

Amid corporate downsizing news and robust consumer demand trends, there’s an emerging bifurcated economic backdrop.

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Earnings Growth Improves as Investors Ready Themselves for Retailers

2/13/23

Peak earnings season rolls on this week with 1,276 global companies expected to report, as investors start to focus on Consumer Discretionary names

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