Insights
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Big Tech/Communication Services Preview: Ready to Accelerate?
Research, Fundamental
All eyes will be on third quarter 2023 guidance...
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FedNow & The Impact of Real-Time Payments in the U.S.
Research, Policy
How quickly can the just-launched FedNow real-time payments (RTP) network will pressure...
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Automotive: Capital Return Standouts Present Long-Term Investment Opportunity
Research, Fundamental
A handful of companies in the automotive industry stand out...
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Conference Call Takeaways: Lead is Everywhere (T, VZ, FYBR, LUMN)
Research, Policy
Key takeaways from our call in late July call regarding...
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U.S. Technology & ETF Selection for Acceleration
ETF & Mutual Fund, Research
The Information Technology sector has rebounded strongly...
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Broadline Retail Trends and Outlook
Video, Fundamental
Broadline retailers are at the forefront of the retail industry...
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European Market Strategy: Cutting to Underweight
Research, Fundamental
Since its downtrend bottomed at end of September 2022, the S&P Europe 350 has gained...
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August PDUFA Calendar
Research, Policy
August will be a busy month for FDA approvals with unofficially 22 applications...
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Amazon Q2 2023 Earnings Preview: E-Commerce Efficiencies and Generative AI
Research, Fundamental
Amazon.com (AMZN 131 ****) will soon report Q2 2023 results.
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What a Fed Rate Pause (Or Cut) Might Mean for U.S. Utilities
Research, Fundamental
We anticipate the Federal Reserve is near the end of its current...
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