Commentary & Research
Asia Fund Flow Insight Report 26Q2
Total Net Assets (TNA) of Funds in Asian Markets by Domicile Total net assets (TNA) of ...
Indonesian’s Dramatic V-Shaped Recovery Driven by Valuation Re-Rating
While Asia-Pacific equity markets generally underwent leverage unwinding and ...
Hong Kong MPF Slightly Rose 0.3% on Average in July
Key Benchmarks Performance Global equity market performance was highly dispersed in ...
Q2 2026 U.S. Retail Scorecard – Update August 19, 2026
To date, 148 of the 185 companies in our Retail/Restaurant Index have reported their EPS ...
Q2 2026 U.S. Retail Scorecard – Update August 18, 2026
To date, 143 of the 188 companies in our Retail/Restaurant Index have reported their EPS ...
Russell 2000 Earnings Dashboard 26Q2 | August. 19, 2026
Click here to view the full report. Please note: if you use our earnings data, please ...
STOXX 600 Earnings Outlook 26Q2 | August. 19, 2026
Download the full report here. Please note: if you use our earnings data, please ...
S&P 500 Q2 Earnings Insight: Analyst Sentiment Diverges Across Semis & Software
With ~90% of Q2 results now reported, we’re seeing a clear divergence between ...
Everything Flows, UK: July 2026
July Sees Largest Equity Selloff since October 2025 Asset class Net flows for ...
Q2 2026 U.S. Retail Preview: Broadline Retail Drives Growth
The U.S. consumer remains resilient enough to support earnings growth, but that ...
Weekly Aggregates Report | August. 14, 2026
Click here to view report. Please note: if you use our earnings data, please source ...
This Week in Earnings 26Q2 | August. 14, 2026
Click here to view the report. Please note: if you use our earnings data, please ...
Charts
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Chart of the Week: Is a US rate cut around the corner? -
News in Charts: Will the US meet NATO’s new spending target? -
Chart of the Week: Critical minerals to remain a sticking point -
News in Charts: A week of summits -
Chart of the Week: Spain deepens trade ties with China
Webcasts & Podcasts
Popular Posts
Vanguard S&P 500 ETF (VOO) – The First ETF With More Than $1.0 trn in Assets Under Management
On June 2, 2026 Vanguard S&P 500 ETF (VOO), the largest ETF in the world, passed the ...
Magnificent-7 Earnings Preview (26Q2): “Mag-6” Lags S&P 493
Mag-7 earnings are forecast to grow 32.2% in Q2, versus 26.0% for the S&P 500 — the ...
S&P 500 Earnings Dashboard 26Q2 | July. 24, 2026
Click here to view the full report. Please note: if you use our earnings data, please ...
S&P 500 Earnings Insight: The Alphabet Effect
Last week I highlighted how mark-to-market (MTM) gains could distort headline growth ...
S&P 500 Earnings Dashboard 26Q2 | July. 31, 2026
Click here to view the full report. Please note: if you use our earnings data, please ...
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