U.S. Equity Strategy: Buybacks to Remain Strong Amidst Uncertainty Buybacks have been a key theme through this cycle with S&P 500 companies returning ~$5 trillion to shareholders since 2009 and contributing ~2% to annual EPS growth (S&P 500 divisor has fallen to 1999 levels, see Figure 30). Despite the recent market volatility, buyback activity has been very strong during 4Q18…
As we wrap-up our third year of operations at Finom Group, we extend our gratitude to each and every...
We want to begin this week’s research report with a quick look back at what some might argue was...
With just 2 months remaining in the 2021 trading year, investors are gearing up for the typical seasonal tailwinds,...
As one can see in the weekly S&P 500 (SPX) chart below, the week started with significant upside stemming...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we record live on...
The mid-cycle transition de-rating is advanced but unfinished. Falling earnings revision breadth this fall will likely complete that process....
The following Alibaba fundamental research reporting is delivered via the team at Fundstrat: Summary While political risk has significantly...
Cross-Asset Strategy: The October US CPI release delivered the largest downward inflation surprise since the start of the pandemic,...
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