Research Blog

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Global Dividend Growth Accelerates as the Bull Market Turns Three

9/25/25

Company payouts are stronger compared to previous years, despite brewing macro risks.

Revisiting the Corporate Earnings Reporting Frequency Debate

9/22/25

The debate over quarterly versus semi-annual earnings reporting has resurfaced, with President Trump suggesting a move to semi-annual reports.

Record Share of EPS Increases This Quarter, But Are Economic Cracks Forming?

9/18/25

More companies are lifting their EPS estimates as the bull market nears its third anniversary.

US IPO Activity on Track for the Best Quarter Since Q1 2022

9/16/25

Q3 2025 IPO filings have reached 104 with two weeks left in the quarter, making it the strongest quarter since Q1 2022

Weak Jobs Report All But Locks In Fed Rate Cut; All Eyes on Inflation Data

9/10/25

Consumer behavior is again in focus this week, with Kraft-Heinz announcing a major spinoff due to shifting preferences.

Analyst Days and Shareholder Meetings Add Color to an Active Macro Backdrop

9/09/25

Amid a busy economic and corporate calendar, key company events like Analyst Days and Shareholder Meetings are providing investors with potentially surprising new information on short-term trends and strategic plans.

Conference Season Ramps Up: Key Insights on Consumer Strength, Tariffs, and the AI Revolution

9/03/25

Executives and analysts have returned from August holiday, and conference season is already back in full swing.

NVIDIA, PCE Inflation, and Auto Sales May Shape the September Backdrop

8/27/25

After tonight’s NVIDIA earnings report, inflation data will be the focus, particularly after last week’s dovish pivot from Fed Chair Powell at Jackson Hole.