Top-Down Macro, Bottom-Up Impact: Insurance EPS Upside as Rising Rates Lift Investment Income
A new FactSet template enables users to select multiple companies and compare fixed income maturity profiles at the group level....
Bank Insider Buying Encouraging; Interest Rates, Not So Much
Bank insiders have been buying: In a bullish sign, the number of bank insiders making open market stock purchases surged in 2Q23....
S&P 500 Companies With More International Exposure Reporting An Earnings Decline of -21%
Given the weaker U.S. dollar in recent months, are S&P 500 companies with more international revenue exposure reporting higher...
S&P 500 Earnings Season Update: July 28, 2023
At the mid-point of the Q2 earnings season for the S&P 500, the number of companies reporting positive earnings surprises is...
China EV Shares Outperform; FTC Finalizing Amazon Antitrust Case; Plus More ESG News This Week
Chinese EV makers are outperforming this week (Figure 1) with Xpeng up big on announcement of strategic cooperation with...
Finding The Perfect Blend: Merging Large Language Models with Classic Machine Learning Techniques
As adoption of Large Language Models (LLMs) accelerates across sectors and industries, it's crucial to avoid succumbing to tunnel...
Up in Smoke: Wildfires Impact Human Health and Squeeze the Carbon Budget
The latest science notes that even small amounts of air pollution can harm your health. For example, two hours exposure to common...
Earnings results among a number of the largest US life insurance companies have been fouled by lower-than-expected returns from...
Artificial Intelligence Demystified: Simplifying the Definitions of AI Technologies
Definitions of artificial intelligence (AI) and related technologies such as Large Language Models (LLMs) vary across news and...
Bank Tracker: Deposit Data Debunks Conventional Wisdom; Plus Investment Banking, Fed Funds Futures
Astute readers may recall that banks attracted a measure of media attention a few months back. Bank runs at SVB, Signature, and...
S&P 500 Reporting A Lower Year-Over-Year Net Profit Margin For the 6th Straight Quarter
Given declining year-over-year inflation, what is the S&P 500 reporting for a net profit margin for the second quarter? The...
S&P 500 Earnings Season Update: July 21, 2023
At this early stage of the Q2 earnings season for the S&P 500, the number of positive earnings surprises is in line with recent...
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