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Financial & Policy Research Insights
Research Type: Fundamental
Implications of the Medicare Price Negotiations Announcement for BMY and JNJ
Fundamental, Research
The Centers for Medicare & Medicaid Services (CMS) released a list...
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Insurance: Implications from Hurricane Idalia
Fundamental, Research
Hurricane Idalia made landfall on Florida’s west coast on Wednesday, August 30...
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Automobiles: Buckle Up for a Potentially Lengthy UAW Strike
Fundamental, Research
Given the apparent lack of progress in labor negotiations between the United Auto Workers (UAW) and...
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Target and Walmart Earnings Recap
Fundamental, Video
As we head into the seasonally strong period for retailers and prepare for key shopping...
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European Consumer Packaged Food: Price Hike Matters
Fundamental, Research
Facing an exceptionally difficult operating environment due to disrupted supply chains...
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Sector Watch: Pulling Petals
Fundamental, Research
Equity benchmark movements appear to reflect uncertainty over future rate moves by the Fed...
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Q3 May Be Difficult for Rail Names Amid ILWU Strike
Fundamental, Research
On July 29, another rail strike started in Vancouver, around 10 days after a second strike...
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Energy: Refining Capacity, Are You There?
Fundamental, Research
Refining capacity continues to remain below pre-pandemic levels...
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Real Estate/REITs: The Power of Sub-Industry Selection
Fundamental, Video
Investors can find attractive investment opportunities in the Real Estate Investment Trust..
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Big Tech/Communication Services Preview: Ready to Accelerate?
Fundamental, Research
All eyes will be on third quarter 2023 guidance...
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