Looking Back on a Chilly Year for IPOs, and Why 2024 Could Warm the Waters
The global IPO market continues to run cold. The final quarter of 2023 paces to be the softest Q4 IPO count since 2019 while the...
Can PJM’s Power Capacity Market Overhaul Drive a Revenue Rebound?
PJM Interconnection is pushing for an overhaul of its multi-billion-dollar annual capacity auction.
Fewer S&P 500 Companies Discussing “AI” on Earnings Calls For Q3 Compared to Q2
Artificial intelligence has been a focus topic for the market in recent months. Given the heightened interest, did more S&P 500...
Analysts Making Larger Cuts Than Average to EPS Estimates 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...
Iranian Sanctions and OPEC Guidance Grow 2024 Oil Risks
BTU Analytics takes a look at three possible scenarios for future Iranian output in the face of renewed U.S. sanctions and where...
Have Industry Analysts Overestimated S&P 500 EPS For 2024?
For 2024, the bottom-up EPS estimate for the S&P 500 (which reflects an aggregation of the median EPS estimates for CY 2024 for...
Earnings Insight Infographic: Q3 2023 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 2023...
CO2 Pipelines Struggle to Navigate Regulatory Risk
Last month, Navigator CO2 Ventures officially ended their Heartland Greenway CO2 pipeline project due to regulatory hurdles and...
ChatGPT Turns 1. What’s Next for AI?
ChatGPT has become more powerful throughout its first year of iterations. It responds better to most prompts (questions and...
Building Products Housing Market Update
There are many macro and industry fundamentals that can move building-products equities. This article considers rates, mortgage...
Black Swan Risks and Valuation Gaps: The Struggles of Single-Asset Miners
While companies in most industries can relocate operations to jurisdictions advantageous to costs, availability of labour and...
U.S. Mergers & Acquisitions Monthly Review: October 2023
U.S. M&A deal activity increased in October, going up 8.5% with 1,219 announcements compared to 1,124 in September. Aggregate M&A...
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