Commentary & Research
How will Biden’s 28% Corporate Tax Plan Affect S&P 500 Earnings?
One of the Trump administration’s major accomplishments was corporate tax reform. U.S. ...
Breakingviews: Apple’s reinvention risks are yet to be priced in
Tim Cook is enjoying a second bite at the Apple. While the tech firm he runs remains best ...
It’s a Mixed Trick or Treat Bag at Halloween for U.S. Retailers
The coronavirus pandemic continues to restrain normal activities, including traditional ...
Refinitiv Lipper U.S. Weekly FundFlows Insight Report: Funds See Net Money Leave for the Fifteenth Consecutive Week
Refinitiv Lipper’s fund asset groups (including both mutual funds and ETFs) suffered ...
TSX Earnings Dashboard | October. 29
Last Update: October. 29, 2020 Download the full TSX Composite Earnings Scorecard report ...
Breakingviews: AIG is shrinking itself into a digestible target
American International Group is cutting itself down to size. The $27 billion insurer that ...
Index funds clean up
Rather than flows between asset classes, the most dramatic moves over the past year have ...
STOXX 600 Earnings Outlook | October 27
Last Update: October 27, 2020 Download the full report here. STOXX 600: Q3 2020 ...
Monday Morning Memo: European Fund Industry Review—2020 Year to Date
The coronavirus pandemic hit the European fund industry with declining markets and ...
U.S. Election Chart of the Week – Is Value Dead?
Judging from the graph above, you might not be blamed for claiming everything we learned ...
Gold, Tech, and Clean Energy Plays Attract Assets
Since the COVID-related market meltdown in March, equity funds (including ETFs) have ...
This Week in Earnings 20Q3 | Oct. 23
Last Update: Oct. 23, 2020 To download the full This Week in Earnings report ...
Charts
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News in Charts: The economics/health trade-off and the Phillips curve -
Fathom’s Recovery Watch Chart 28.10.2020: The shifting relationship between health and the economy -
Chart of the Week: UK retail sales strong, but fresh lockdowns could stifle recovery -
News in Charts: The unsteady path to economic recovery -
Fathom’s Recovery Watch Chart 21.10.2020: China’s economic recovery continues in Q3
Webcasts & Podcasts
Popular Posts
This Week in Earnings 20Q3 | Oct. 23
Last Update: Oct. 23, 2020 To download the full This Week in Earnings report ...
STOXX 600 Earnings Outlook | October 27
Last Update: October 27, 2020 Download the full report here. STOXX 600: Q3 2020 ...
TSX Earnings Dashboard | October. 29
Last Update: October. 29, 2020 Download the full TSX Composite Earnings Scorecard report ...
U.S. Election Chart of the Week – Misery Index
The Misery Index is defined as a combination of the unemployment rate plus inflation rate ...
StarMine 20Q2 North American Earnings Surprise Results
In July 2020 we published our top ten second quarter earnings surprise candidates based ...
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