Commentary & Research
Q2 2026 U.S. Retail Scorecard – Update August 20, 2026
To date, 152 of the 185 companies in our Retail/Restaurant Index have reported their EPS ...
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 ...
Charts
-
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
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 ...
Everything Flows, Europe: June 2026
, Highlights Total estimated net inflows reached €58.89bn in June Bonds ...
Loading ...