Despite a volatile month, U.S. ETF assets under management increased slightly to $10.48 trillion.
U.S. ETF Monthly Summary: April 2025
Despite a volatile month, U.S. ETF assets under management increased slightly to $10.48 trillion.
S&P 500 Earnings Season Update: May 2, 2025
At this stage of the earnings season, the S&P 500 is reporting strong results for the first quarter.
Total Nonfarm Payrolls For April 2025 Are Projected To Rise By 135,000
If 135,000 is the actual increase in nonfarm payrolls, it will mark a decrease relative to the previous month and will be below...
China-U.S. Tariff Exchange Highlights Risks & Opportunities for U.S. LNG
As President Trump continues his sweeping tariff campaign, many have noted concerns around its potential impact on U.S. LNG...
S&P 500 Energy and Utilities Sectors Earnings Previews: Q1 2025
The Utilities sector will also be a focus for the market over the next two weeks, as 81% of the companies in this sector are...
S&P 500 Reporting Net Profit Margin Above 12% for the 4th Straight Quarter
The blended net profit margin for the S&P 500 for Q1 2025 is 12.4%, which is below the previous quarter’s net profit margin, but...
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S&P 500 Earnings Season Update: April 25, 2025
At this stage of the earnings season, the S&P 500 is reporting solid results for the first quarter.
Haynesville’s Edge: Fueling the Lower 48
The Haynesville Shale, one of the largest U.S. gas plays, is considered the marginal gas-directed basin and will be required to...
This Insight looks at ERCOT’s recent load outlook and presents a case for why Texas is headed towards energy scarcity and an...
Testing Investment Impacts from Rising U.S. Inflation and a Potential Recession
Given U.S. concerns of slowing economic growth and price hikes due to tariffs, in this article we perform a scenario analysis for...
Portfolio Scenario Analysis and Stress Testing in Tariff Conditions
We added two base thematic stress tests for clients to run their specific assumptions and evaluate their investment strategies...
U.S. Mergers & Acquisitions Monthly Review: March 2025
U.S. M&A deal activity decreased in March, going down 5.9% with 892 announcements compared to 948 in February.
Are “Magnificent 7” Companies Still Top Contributors to Earnings Growth for the S&P 500 for Q1?
The top 5 contributors to year-over-year earnings growth for the S&P 500 for Q1 (in order of contribution) are Bristol Myers...
S&P 500 Earnings Season Update: April 17, 2025
At this early stage, the first quarter earnings season for the S&P 500 is off to a weaker start than average compared to...
Gas vs. Coal: The Impact of Volatile Natural Gas Prices on Power
This Insight examines how volatile natural gas prices affect coal-to-gas and gas-to-coal switching and why that dynamic has been...
Do Green Bonds Mitigate Climate Transition Risks for Investors?
Green bonds have emerged as a growing debt instrument for some asset managers with estimates of more than $2 trillion in issuance...
New Guyana FIDs May Still Happen in a Lower Oil Price Environment
This Insight discusses how recent oil-price weakness may not delay Guyana oil project FIDs, as ExxonMobil has made FID in this...
Ahead of the Curve: Comparing Decade-Old Buyout Funds to Other Strategies
To understand how these vintages are shaking out a decade on, we’re analyzing the dispersion of IRRs across different performance...
Impacts on U.S. Natural Gas Demand from Blue Hydrogen Projects
Utilizing data from BTU Analytics, this Insight explores incremental natural gas demand associated with new blue hydrogen...
Will S&P 500 Companies Withdraw EPS Guidance for 2025?
To answer the question, FactSet searched for comments on annual EPS guidance in the earnings releases, presentations, and...
S&P 500 Will Likely Report Earnings Growth Above 10% for Q1
The S&P 500 is currently expected to report earnings growth of 7.3% for the first quarter, which would mark the seventh...
Consumer Price Index (CPI) for March 2025 is Projected to Rise 2.6% Year-Over-Year
If 2.6% is the actual year-over-year increase in the CPI, it will mark the second consecutive month the number has decreased.
The Northeast’s Pipeline Graveyard Shows Signs of Life
Recent developments are breathing new life into the potential for Northeast gas pipelines, as companies seek to expand capacity...
S&P 500 Financials Sector Earnings Preview: Q1 2025
The Financials sector is predicted to report the fifth-highest year-over-year earnings growth rate of all eleven sectors for the...
Analysts Made Larger Cuts Than Average to EPS Estimates for S&P 500 Companies for Q1
The Q1 bottom-up EPS estimate (which is an aggregation of the median EPS estimates for Q1 for all the companies in the index)...
Next Wave of LNG Projects Sees Tide Turn with New Administration
Several proposed LNG projects have made progress over the last few months largely due to a recent executive order and the removal...
U.S. Unemployment Rate Is Projected to Rise to 4.2% for March 2025
The median estimate for the unemployment rate for the month of March 2025 is 4.2%.
U.S. ETF Monthly Summary: March 2025
At the end of March, U.S.-listed ETFs had over $10.4 trillion of assets under management. Inflows were $88.3 billion in March,...
Tariffs on Canadian Energy and Their Effects on Regional Markets
In this Insight, BTU Analytics explores the U.S.’ reliance on Canadian natural gas and what regions could be affected by the...
More S&P 500 Companies Issuing Negative EPS Guidance for Q1 Than Average
Overall, 107 S&P 500 companies have issued quarterly EPS guidance for the first quarter.
Alaska Set for Potential Change in Oil and Gas Future
President Trump recently signed Executive Order 14154 to ease regulations on oil and gas projects in Alaska, which could lead to...
Testing Investment Impacts from Rising U.S. Inflation and a Potential Recession
Given U.S. concerns of slowing economic growth and price hikes due to tariffs, in this article we perform a scenario analysis for...
Industry Analysts Project 21% Increase in S&P 500 Price Over the Next 12 Months
At the sector level, the Information Technology (+30.4%), Consumer Discretionary (+27.0%), and Communication Services (+25.1%)...
U.S. Grids Target Higher-Voltage Transmission to Alleviate Congestion
Several ISOs are targeting higher-voltage transmission line buildout to meet rising load and combat congestion along existing...
California Wildfire Implications for the Insurance Industry
The January wildfires in Southern California have brought additional challenges to the insurance industry, with implications for...
In the realm of family offices, the integration of AI technologies promises greater efficiency and precision. However, there are...
Where Are Analysts Most Optimistic on Ratings for S&P 500 Companies Heading into Q2?
With the start of the second quarter approaching, where are analysts most optimistic and pessimistic in terms of their ratings on...
U.S. Mergers & Acquisitions Monthly Review: February 2025
U.S. M&A deal activity decreased in February, going down 22.9% with 894 announcements compared to 1,159 in January.
Are Fewer S&P 500 Companies Citing “Inflation” on Earnings Calls for Q4?
Among S&P 500 companies that conducted earnings conference calls from December 15 through March 14, 230 cited the term...
Highest Number of S&P 500 Companies Citing “AI” on Earnings Calls Over Past 10 Years
In conference call transcripts of S&P 500 companies that conducted earnings conference calls from December 15 through March 14,...
Mexico Likely to Call on More U.S. Gas with Proposed Power Plants
Mexico has announced it plans to add up to 15 new natural gas power plants by 2030. However, this increase in demand will likely...
Escalating Trade War Risks Electricity Supply Across U.S. Northeast
The ongoing trade war between the U.S. and Canada has revealed, among other things, how reliant the Northeast U.S. is on Canadian...
Examining This Decade’s Changing Relationship Between NAVs and Dry Powder
We’re revisiting our popular dry powder/NAV chart analytic for all geographies and investment styles. The purpose is to identify...
Metals and Mining: Copper Crossroads
In this report we explore the outlook for the copper sector, analyze the implications of proposed U.S, policy changes, and...
Consumer Price Index (CPI) for February 2025 is Projected to Rise 2.9% Year-Over-Year
The median estimate (year-over-year, not seasonally adjusted) for the consumer price index (CPI) for the month of February 2025...
Lowest Number of S&P 500 Companies Citing “Recession” on Earnings Calls in Over 5 Years
Of all the S&P 500 companies that conducted earnings conference calls from December 15 through March 6, 13 cited the term...
Highest Number of S&P 500 Companies Citing “Tariffs” on Earnings Calls Over Past 10 Years
Of the companies that conducted earnings conference calls from December 15 through March 6, 259 cited “tariff” or “tariffs” for...
Potential Changes Ahead for Key Natgas Basis Point in New England
This Insight explores how the evolving New England gas demand landscape under the new administration could alter natural gas...
U.S. Unemployment Rate Is Projected to Be 4.0% For February 2025
The median estimate for the unemployment rate for the month of February 2025 is 4.0%.
U.S. ETF Monthly Summary: February 2025
U.S.-listed ETFs had $10.6 trillion in total assets under management at the end of February.
Analysts Making Larger Cuts Than Average to EPS Estimates for S&P 500 Companies for Q1
The Q1 bottom-up EPS estimate decreased by 3.5% (to $60.66 from $62.89) from December 31 to February 27.
Chicago Citygate Premiums Playing Possum Despite Polar Plunges
Despite the cold weather, two polar storms, and the highest winter demand in years, Chicago Citygate basis has failed to see its...
Earnings Insight Infographic: Q4 2024 By the Numbers
Each week, Earnings Insight offers analysis of critical trends in the S&P 500. Here are key highlights of the fourth quarter 2024...
U.S. Mergers & Acquisitions Monthly Review: January 2025
U.S. M&A deal activity decreased in January, going down 0.2% with 1,086 announcements compared to 1,088 in December.
ERCOT Curtailments Persist as Load Rises
Transmission constraints in Texas often force ERCOT to curtail its renewable generation, leading to a tighter market throughout...
Gulf of America Production Poised for Growth after Recent Plateau
Tides are changing in the Gulf of America, as the recently stagnant basin is poised to add over 600 Mboe/d in offshore oil...
S&P 500 Companies with More International Exposure Are Reporting Earnings Growth Above 20%
What is driving the outperformance of S&P 500 companies with higher international revenue exposure?
S&P 500 Earnings Season Update: February 14, 2025
At this stage of the fourth quarter earnings season, S&P 500 companies are reporting strong results relative to expectations.
The Critical Role of APIs in Advanced AI Integration and Financial Innovation
APIs serve as the backbone for connecting Large Language Models (LLMs), generative AI, and data management systems like data...
A recent executive order has significantly affected wind power development in the U.S. What does it mean for the future of wind...
Is There Geographic Bias in Macro Liquidity Trends in Private Markets?
While contribution rates are a proxy for investment interest, adding distribution rates to the mix can better explain how fund...
Consumer Price Index (CPI) for January 2025 is Projected to Rise 2.9% Year-Over-Year
If 2.9% is the actual year-over-year increase in the CPI, it will match the number from the previous month. However, it will...
U.S. ETF Monthly Summary: January 2025
U.S.-listed ETFs totaled $10.8 trillion in total assets under management at the end of January.
Highest Number of S&P 500 Companies Citing “Tariffs” on Earnings Calls Since Q2 2019
Among the S&P 500 companies that conducted earnings conference calls from December 15 through February 6, 146 have cited the term...
S&P 500 Earnings Season Update: February 7, 2025
At this stage of the fourth quarter earnings season, S&P 500 companies are reporting strong results relative to expectations.
A Granular Approach to Alpha Signal Selection and Optimization
In this article we explore the benefits of more granular (bottom-up style) analysis in the research and generation of alpha...
Trans Mountain Expansion Affects Seaborne Crude, Other Pipes
In May 2024, the long-awaited Trans Mountain pipeline expansion (TMX) was put into service, allowing for more seaborne crude to...
U.S. Unemployment Rate Is Projected To Be 4.1% For January 2025
The median estimate for the unemployment rate for the month of January 2025 is 4.1%.
Podcast: S&P 500 Midseason Earnings Update
John Butters discusses S&P 500 midseason earnings growth rates, sector performance, and highlights among the Magnificent...
Market Is Rewarding Positive EPS Surprises More Than Average for Q4
To date, 36% of the companies in the S&P 500 have reported earnings for the fourth quarter.
S&P 500 Earnings Season Update: January 31, 2025
At this stage of the fourth quarter earnings season, S&P 500 companies are reporting mixed results relative to expectations.
Historical Lessons: How New Tariffs Could Affect Financial Markets
With the possibility of new tariffs, we take a closer look into the possible response of the financial markets and the values of...
Electric Utility Sector: Balancing AI-Driven Growth and Carbon Emission Challenges
The increasing energy demand driven by AI and data centers further strengthens the outlook for electricity utility companies.
2025 Outlook for Carbon Capture and Low-Carbon Hydrogen Project Development
The last of our 2025 Energy Outlook Insights reflects on key themes in the carbon capture and low-carbon hydrogen space in 2024...
S&P 500 Sector Earnings Previews for Q4 2024: Energy and Utilities
The Energy sector will be a focus for the market this week, as Exxon Mobil and Chevron are scheduled to report earnings on...
2025 LNG Outlook: The Next LNG Wave has Arrived
2025 could see a surge in LNG, pushing proposed facilities forward and increasing the likelihood for more North American...
S&P 500 Reporting Net Profit Margin Above 12% for the 3rd Straight Quarter
The blended net profit margin for the S&P 500 for Q4 2024 is 12.1%, which is below the previous quarter’s net profit margin, but...
S&P 500 Earnings Season Update: January 24, 2025
At this early stage, the fourth quarter earnings season for the S&P 500 is off to a strong start.
Will U.S. Power Burn Continue to Heat Up in 2025?
While some of the trends that sparked such a banner year for gas generation in 2024 are expected to continue in 2025, others...
Washington Podcast: What We Are Watching in Financial Services Policy
FactSet is on Apple Podcasts and Spotify, and our first episode focuses on Washington and the financial sector.
Are The “Magnificent 7” Companies Top Contributors to Earnings Growth for the S&P 500 for Q4?
Overall, three of the companies in the “Magnificent 7” are projected to be among the top 10 contributors to year-over-year...
Private Equity Performance: Large Strategies Versus Funds of Funds, Co-Investments, and Secondaries
In private equity, the large strategies of buyouts, venture capital, credit, and real estate naturally grab the headlines as the...
Constellation Set to Become the Largest Thermal Producer in the U.S.
This article looks at the Constellation-Calpine acquisition, specifically the deal's market implications regarding market...
S&P 500 Earnings Season Update: January 17, 2025
At this early stage, the fourth quarter earnings season for the S&P 500 is off to a strong start.
2025 Natural Gas Picture Sees Storage, LNG, and Production Take Focus
The 2025 natural gas market will likely focus on the evolving gas storage picture, timing of new LNG projects, and the pace of...
U.S. Mergers & Acquisitions Monthly Review: December 2024
U.S. M&A deal activity increased in December, going up 0.6% with 997 announcements compared to 991 in November.
Scaling M&A Capacity: How AI Tools Are Optimizing Junior Banker Performance
Given potential for more M&A activity under the new administration and Congress, investment banks that thread AI tools into their...
Consumer Price Index (CPI) for December 2024 is Projected to Rise 2.8% Year-Over-Year
The median estimate (year-over-year, not seasonally adjusted) for the consumer price index (CPI) for the month of December 2024...
S&P 500 Financials Sector Earnings Preview: Q4 2024
The Financials sector will be a focus for the market during this week, as 80% of the S&P 500 companies that are scheduled to...
S&P 500 Will Likely Report Highest Earnings Growth in 3 Years for Q4
Based on the average improvement in the earnings growth rate during the earnings season, the index will likely report...
2025 U.S. Production Market Themes
The oil and gas market in 2025 will see more securing inventory via M&A, but oil price volatility and gas prices leaving winter...
U.S. Jobs Are Projected to Rise by 153,000 for December 2024
The median estimate for total nonfarm payroll employment for the month of December 2024 is 153,000.
Earnings, AI, Washington, and More: 8 FactSet Experts on What to Watch in 2025
FactSet experts share their views on what to watch across S&P 500 earnings, AI, Washington, ETFs, fixed income, wealth...
Natural Gas Power Plant Applications Surged in 2024
Data centers and load growth were a throughline for 2024 power markets, with grid operators targeting natural gas as the desired...
BTU Analytics’ 2025 Global Oil Outlook
The outlook for the 2025 oil market is expected to remain volatile, but there are a few key areas of focus, such as demand...
Key Considerations for Reporting
The reporting process and corresponding data delivery function plays a key role in every firm’s day-to-day operation. Here are...
U.S. ETF Monthly Summary: December 2024
U.S.-listed ETFs totaled $10.4 trillion in assets under management at the end of December, and flows for calendar year 2024...
How Much Did Analysts Cut EPS Estimates for S&P 500 Companies for Q4?
The Q4 bottom-up EPS estimate (which is an aggregation of the median EPS estimates for Q4 for all the companies in the index)...
More S&P 500 Companies Issuing Negative EPS Guidance For Q4 Than Average
Overall, 106 S&P 500 companies have issued quarterly EPS guidance for the fourth quarter. Of these companies, 71 have issued...
Where Are Analysts Most Optimistic on Ratings for S&P 500 Companies Heading Into 2025?
Overall, there are 12,168 ratings on stocks in the S&P 500. Of these ratings, 54.0% are Buy ratings, 40.1% are Hold ratings, and...
S&P 500 CY 2025 Earnings Preview: Analysts Expect Earnings Growth of 15%
Analysts expect the S&P 500 to report double-digit earnings growth in CY 2025.
A Recent Study Reveals How the Performance Profession is Evolving in 2 Key Aspects
In a recent research study where we spoke to over 300 asset management decision-makers around the world, it is evident there are...
U.S. Mergers & Acquisitions Monthly Review: November 2024
U.S. M&A deal activity decreased in November, going down 26.8% with 943 announcements compared to 1,288 in October.
U.S. ETF Monthly Summary: November 2024
US-listed ETFs now total $10.2 trillion in assets under management, and flows for the year are on pace to reach a record high $1...
S&P 500 CY 2024 Earnings Preview: Analysts Expect Earnings Growth of 9.5%
Analysts expect the S&P 500 to report earnings growth for the fourth-straight year in CY 2024.
Industry Analysts Predict the S&P 500 Will Close Above 6,600 in 2025
Industry analysts in aggregate predict the S&P 500 will have a closing price of 6,678.18 in 12 months.
Cheating in OPEC: Depends Where You Look
Overproducing in OPEC has become an issue. By how much, and how compliant OPEC+ is with its quota as a whole, depends on the data...
Examining Tariff Policy Impacts on Private Fund Contribution Rates
Given the long history of tariff enactment, we analyzed the impacts to private fund contributions—specifically, total...
Consumer Price Index (CPI) for November 2024 is Projected to Rise 2.7% Year-Over-Year
The median estimate (year-over-year, not seasonally adjusted) for the consumer price index (CPI) for the month of November 2024...
Are Analysts Cutting EPS Estimates More Than Average for S&P 500 Companies for Q4?
With the first two months of the quarter completed, have analysts lowered EPS estimates more than normal for S&P 500 companies...
Have Industry Analysts Overestimated S&P 500 EPS For 2025?
For 2025, the bottom-up EPS estimate for the S&P 500 (which reflects an aggregation of the median EPS estimates for CY 2025 for...
Printing a total return number raises questions about what drove performance, opening avenues for thoughtful analysis and...
Total Nonfarm Payrolls for November 2024 Are Projected To Rise By 207,500
The median estimate for total nonfarm payroll employment for the month of November 2024 is 207,500.
Earnings Insight Infographic: Q3 2024 By the Numbers
Each week, Earnings Insight offers analysis of critical trends in the S&P 500. Here are key highlights of the third quarter 2024...
What is Driving the Higher Expected Earnings Growth for the S&P 500 for Q4 2024?
The S&P 500 is reporting earnings growth of 5.8% for Q3 2024. However, for Q4 2024, the estimated earnings growth rate for the...
Comparing Public and Private Market Performance: Does Geography Matter?
For today’s analysis, we have augmented our approach to visualize the role of geographies in the variance between public and...
U.S. Mergers & Acquisitions Monthly Review: October 2024
U.S. M&A deal activity increased in October, going up 9.1% with 1,202 announcements compared to 1,102 in September.
From Reactive to Proactive: The Expansion of Digital Growth Platforms for Wealth Managers
Fintech companies have been developing digital tools to help advisors scale their books of business and streamline workflows....
S&P 500 Companies With More International Exposure Reporting Earnings Growth Above 10%
Given the stronger U.S. dollar in recent months, are S&P 500 companies with more international revenue exposure reporting lower...
We Projected Scenario Index Returns Before the U.S. Election. Were We Close to the Actual Returns?
Leading up to the U.S. presidential election, we projected major asset class index returns for both one week and one month...
Navigating Portfolio Turnover with Autocorrelation Insights
This article outlines an approach that enhances the dialogue surrounding active portfolio management by presenting a solid...
U.S. Gas Bulls Hoping for Another Winter Storm?
With the U.S. gas market oversupplied by over 200 Bcf heading into the upcoming winter, market bulls may need a winter storm to...
Unifying Investment Research Workflows for Centralized Collaboration and Compliance
Given the amount of data, sources, formats, systems, and compliance elements that asset management firms are working with,...
Market Is Punishing Negative EPS Surprises More Than Average for Q3
Given this mixed performance relative to the averages, how has the market responded to EPS surprises reported by S&P 500...
Consumer Price Index (CPI) for October 2024 is Projected to Rise 2.6% Year-Over-Year
The median estimate (year-over-year, not seasonally adjusted) for the consumer price index (CPI) for the month of October 2024 is...
Highest Forward 12-Month P/E Ratio For the S&P 500 in More Than 3 Years
On November 7, the forward 12-month P/E ratio for the S&P 500 was 22.2, which marked the second straight day the P/E ratio for...
S&P 500 Earnings Season Update: November 8, 2024
At this late stage of the Q3 earnings season, the S&P 500 is continuing to report mixed results.
Are Analysts Cutting EPS Estimates More Than Average for S&P 500 Companies for Q4?
Given concerns in the market about a possible economic slowdown or recession, have analysts lowered EPS estimates more than...
Are S&P 500 Companies Discussing the Election on Q3 Earnings Calls?
Given the uncertainty of the upcoming election in the U.S., have S&P 500 companies commented on the election during their...
S&P 500 Earnings Season Update: November 1, 2024
At this stage of the Q3 earnings season, the S&P 500 is continuing to report mixed results.
Total Nonfarm Payrolls for October 2024 Are Projected To Rise By 117,500
The median estimate for total nonfarm payroll employment for the month of October 2024 is 117,500.
To provide you with more recent observations while still using the same election outcomes from the past 20 years, our sample...
S&P 500 Sector Earnings Previews for Q3 2024: Energy and Utilities
The Energy sector is reporting largest (year-over-year) earnings decline of all eleven sectors in the S&P 500 for Q3 2024 at...
S&P 500 Reporting Net Profit Margin Of At Least 12% for the 2nd Straight Quarter
The (blended) net profit margin for the S&P 500 for Q3 2024 is 12.0%, which is below the previous quarter’s net profit margin of...
S&P 500 Earnings Season Update: October 25, 2024
At this stage of the Q3 earnings season, the S&P 500 is reporting mixed results. Positive earnings surprises reported by S&P 500...
Are The “Magnificent 7” Companies Top Contributors to Earnings Growth for the S&P 500 for Q3?
A number of the companies in the “Magnificent 7” have been the top contributors to year-over-year earnings growth for the S&P 500...
S&P 500 Earnings Season Update: October 18, 2024
At this early stage, the third quarter earnings season for the S&P 500 is off to a mixed start.
U.S. Mergers & Acquisitions Monthly Review: September 2024
U.S. M&A deal activity increased in September, going up 4.6% with 986 announcements compared to 943 in August.
Watch the Replay: Third Quarter S&P 500 Earnings Season Preview
John discusses analysts’ EPS cuts, expectations for sector-level earnings, the implications of earnings misses, and the role of...
What to Watch for the Financial Sector Ahead of the U.S. Presidential Election and a New Congress
Given the fluid scope of activities in Washington DC, we met up again with Michele Lieber, Global Head of Government Affairs at...
Highest Number of S&P 500 Technology Companies Issuing Positive EPS Guidance Since Q3 2021
Overall, 110 S&P 500 companies have issued quarterly EPS guidance for the third quarter. Of these companies, 60 have issued...
S&P 500 Will Likely Report Earnings Growth Above 7% For Q3
The S&P 500 is reporting earnings growth of 4.1% for the third quarter, which would mark the fifth-straight quarter of...
Changing Fortunes: Tracking 20 Years of Returns Across Credit and Venture Capital
We analyzed the returns of credit investments in our dataset and noted how it tracks through different policy adjustments and...
Consumer Price Index (CPI) for September 2024 is Projected to Rise 2.3% Year-Over-Year
The median estimate (year-over-year, not seasonally adjusted) for the consumer price index (CPI) for the month of September 2024...
Data Managers: 4 Key Questions for Building a Connected Data Pipeline
To drive business growth, data-management teams at financial institutions are working with substantially more data than in past...
S&P 500 Financials Sector Earnings Preview: Q3 2024
The Financials sector will be a focus for the market during the next two weeks, as nearly 50% of the S&P 500 companies that are...
Did Analysts Cut EPS Estimates More Than Average for S&P 500 Companies for Q3?
Given concerns in the market about a possible economic slowdown, did analysts lower EPS estimates more than normal for S&P 500...
Total Nonfarm Payrolls for September 2024 Are Projected To Rise By 140,000
The median estimate for total nonfarm payroll employment for the month of September 2024 is 140,000.
Electric Utility Regulation & Wildfire Mitigation
Previously viewed by the industry as singular disasters, wildfires are now considered chronic inevitabilities to be anticipated,...
Stress Testing Investment Strategies With Two Geopolitical Scenarios
We present two broad geopolitical scenarios and discuss how to use them in stress tests to analyze possible impacts on investment...
Industry Analysts Project 9% Increase in S&P 500 Price Over the Next 12 Months
After hitting a new record-high value of 5,745.37 yesterday (September 26), where do industry analysts believe the price of the...
Where Are Analysts Most Optimistic on Ratings for S&P 500 Companies Heading Into Q4?
With the start of the fourth quarter approaching, where are analysts most optimistic and pessimistic in terms of their ratings on...
U.S. Mergers & Acquisitions Monthly Review: August 2024
U.S. M&A deal activity decreased in August, going down 22% with 891 announcements compared to 1,142 in July. Aggregate M&A...
Energy Infrastructure at Risk as Hurricane Season Intensifies
As hurricane frequency and intensity increase due to climate change, it is crucial for companies with energy infrastructure in...
Less Than 50% of S&P 500 Companies Cited “Inflation” on Earnings Calls for Q2
With the year-over-year CPI number falling below 3.0% in recent months, did fewer S&P 500 companies comment on inflation during...
More Than 40% of S&P 500 Companies Cited “AI” on Earnings Calls for Q2
Artificial intelligence has been a focus topic for the market. Given the heightened interest, have more S&P 500 companies than...
Measuring Momentary Impacts of Latin America Presidential Elections on Public and Private Markets
Investors often look at the future economic policies of presidential candidates to forecast public versus private market...
During the initial generative AI boom, we presented a new methodology to derive AI companies from supply-chain relationship...
Consumer Price Index (CPI) for August 2024 is Projected to Rise 2.6% Year-Over-Year
The median estimate (year-over-year, not seasonally adjusted) for the consumer price index (CPI) for the month of August 2024 is...
How is the Cryptocurrency Ecosystem Evolving?
In our latest podcast episode, we sat down with executives from FactSet partner firm Coin Metrics, a data and analytics firm for...
Are Analysts Cutting EPS Estimates More Than Average for S&P 500 Companies for Q3?
During the months of July and August, analysts lowered EPS estimates for the third quarter within the range of recent averages.
Earnings Insight Infographic: Q2 2024 By the Numbers
Each week, Earnings Insight offers analysis of critical trends in the S&P 500. Here are key highlights of the second quarter 2024...
Navigating the Storm: An Analysis of the Global Financial Market Risk Outlook
Since the downturn of global financial markets on August 5—a so-called Black Monday given the significant losses across major...
The Implications of Libya’s Oil Production Outage
Yesterday, Libya’s eastern government announced all oilfields in the country will be shut and production and exports will stop.
Using Large Language Models to Converse with Your Data
The emergence of generative AI has amplified the importance of reliable data in factual, data-centric decision-making processes....
PNM Seeks to Reverse Recent Setbacks with Ambitious Rate Case Filing
PNM is seeking to rebound from recent setbacks with an ambitious and innovative rate case filing now pending before the PRC.
The Cambrian Explosion in Alternative Investment Options
The proliferation of alternative investment options for wealth managers offers new avenues for diversification and enhancing...
Key Financial Topics in the US Presidential Race
Given the rapidly evolving scope of activities in Washington DC, we met up again with Michele Lieber, Global Head of Government...
Active FERC Dispute May Determine the Speed of Data Center Development
A dispute has emerged in Pennsylvania surrounding whether Amazon's co-located data center is also being served by the regional...
Large Language Model Projects: Why It’s Strategically Important to Monitor Usage
As Large Language Models (LLMs) fuel the imaginations of businesses and the general public on the possibilities this technology...
Are More S&P 500 Companies Citing “Election” on Earnings Calls for Q2 2024 vs. Q2 2020?
During each corporate earnings season, companies often comment on domestic or international events that may have an impact on...
Are More S&P 500 Companies Discussing “Recession” on Q2 Earnings Calls Than Average?
Given concerns in the market about a possible economic slowdown or recession, have more S&P 500 companies than normal commented...
U.S. Mergers & Acquisitions Monthly Review: July 2024
U.S. M&A deal activity increased in July, going up 7.2% with 1,053 announcements compared to 982 in June. Aggregate M&A spending...
The Uncertain Future of Multiyear Rate Plans in Maryland
In June, the Maryland Public Service Commission denied Pepco’s application for a multiyear rate plan, introducing uncertainty...
S&P 500 Reporting Largest Year-over-Year Revenue Growth Since Q4 2022
The blended (combines actual results for companies that have reported and estimated results for companies that have yet to...
Consumer Price Index (CPI) For July 2024 Is Projected to Rise 3.0% (Y/Y)
The median estimate (year-over-year, not seasonally adjusted) for the consumer price index (CPI) for the month of July 2024 is...
Gas Prices Surge Amid Ukraine’s Incursion into Russia
Due to Ukraine's offensive near Sudzha, TTF gas prices have surged to their highest point this year and are pushing European...
Market Is Punishing Negative EPS Surprises More Than Average for Q2
To date, 91% of the companies in the S&P 500 have reported earnings for the second quarter. Of these companies, 78% have reported...
S&P 500 Earnings Season Update: August 9, 2024
At this late stage of the second quarter earnings season, the performance of S&P 500 companies relative to expectations continues...
Going for Gold: Assessing the Strongest Investment Strategies In Western Europe
With the eyes of the world on Paris for the Olympic Games, we wanted to identify the top-performing strategies in France’s...
Listen In: US Asset Management Trends – ETF Edition
We sat down with esteemed FactSet colleague Elisabeth Kashner, VP Director of Global Fund Analytics for a tour of today's ETF...
Are Analysts Cutting EPS Estimates More Than Average for S&P 500 Companies for Q3?
Given concerns in the market about a possible economic slowdown or recession, have analysts lowered EPS estimates more than...
S&P 500 Earnings Season Update: August 2, 2024
At this stage of the second quarter earnings season, the performance of S&P 500 companies relative to expectations continues to...
Video: Q2 S&P 500 Earnings Analysis and Insights
John Butters shares insights from his analysis of the season so far, including market reactions to earnings surprises, growth...
Energy Supplies Strained by AI in the U.S. Southeast
While the stock market is cooling off from its AI fervor, energy markets continue their march towards a world of increasing...
Tracking Private Market Natural Resources Investments Through the Evolving Regulatory Environment
Recent months have seen temperatures rise between Exxon and large institutional LPs, namely CalPERS . The conversations are...
S&P 500 Q2 Energy Sector Earnings Preview: Largest Decline in Q2 Earnings Since June 30
The Energy sector will be a focus for the market this week, as Exxon Mobil and Chevron are scheduled to report earnings on August...
S&P 500 Reporting Net Profit Margin Above 12% for the 2nd Time Since Q2 2022
Given continuing concerns in the market about inflation, what is the S&P 500 reporting for a net profit margin for Q2? The...
S&P 500 Earnings Season Update: July 26, 2024
At close to the mid-point of the second quarter earnings season, the S&P 500 is reporting mixed results. On the one hand, the...
U.S. ETF Flows: Investors Are Getting Polarized
It’s been another strong first half for the U.S. ETF industry, with overall flows set to challenge (equity) or surpass (fixed...
Listen In: How Biden Stepping Down Could Reshape AI, Tech, and Financial Services
For our next discussion on what’s happening in Washington DC and implications for the financial sector, on July 22 we sat down...
The Fed is Not Cutting in September
At the risk of becoming the least popular guy in class, I am going to take a contrarian view and boldly proclaim that the Fed is...
Which “Magnificent 7” Companies Are Top Contributors to Earnings Growth for the S&P 500 for Q2?
A number of the companies in the “Magnificent 7” saw their stock prices increase during the second quarter, which helped to drive...
S&P 500 Earnings Season Update: July 19, 2024
At this early stage, the second quarter earnings season for the S&P 500 is off to a mixed start. On the one hand, the percentage...
U.S. Mergers & Acquisitions Monthly Review: June 2024
U.S. M&A deal activity decreased in June, going down 11.4% with 887 announcements compared to 1,001 in May. Aggregate M&A...
Industry Analysts Believe the S&P 500 Will Close Above 6,000 in the Next 12 Months
After closing at a record-high value on July 10 of 5,633.91, where do industry analysts believe the price of the S&P 500 will go...
S&P 500 Will Likely Report Earnings Growth of At Least 12% For Q2
The S&P 500 is reporting earnings growth of 9.3% for the second quarter, which would mark the highest year-over-year earnings...
Ohio Utility Proposes New Data Center Tariffs, Angers Tech Giants
In May 2024, AEP Ohio opened a proceeding (Docket 24-05058) with the Public Utilities Commission of Ohio, proposing to create two...
Consumer Price Index (CPI) for June 2024 is Projected to Rise 3.1% Year-Over-Year
The median estimate (year-over-year, not seasonally adjusted) for the consumer price index (CPI) for the month of June 2024 is...
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