The Great Dividend Divide: Spotting Clues from Two Telling Companies’ Payout Changes
With the bulk of Q1 earnings season in the rearview mirror, investors have a better sense of where things stand at the macro and...
Back to the Future? A Look Back at 1994
Last year we noted some similarities between the current interest rate cycle and that of 1994. In both cases, the Fed had held...
U.S. Mergers & Acquisitions Monthly Review: April 2023
U.S. M&A deal activity decreased in April, going down 20.4% with 1,029 announcements compared to 1,292 in March. However,...
M&A in Metals & Mining: Future Proofing Mine Portfolios
Mining M&A activity has been substantially rejuvenated this year following a decade of persistently low transaction values...
This Week’s Bank Tracker: Key Dates, SLOOS Results, PacWest, Fed Balances, and Interest Rates
The Fed’s Senior Loan Officer Opinion Survey results were quite bearish. PacWest deposit decline is not only a problem for...
Consumer Staples Sector: How Risks Are Evolving
Potential investor risk is one way to consider the elements comprising many ESG scores. Through that lens, one could further...
FinReg Library: A Consolidated Tracker for Bank Crisis Legislation and Regulation
During this bank crisis (as during every prior one we can recall), market participants have been forced to follow regulatory...
This Week: PacWest Problems, Fed Funds Rate, Key Dates
We of course leave it to those in the arena to draw conclusions about precisely how manageable PacWest’s problems are, and the...
Welcome To Shareholder Meeting Month
Still with another key week of earnings underway, the focus will soon shift away from the dollars and cents to verbal cues...
Through the Grapevine: A Hypothesis in North American Infrastructure Trends Q1 2006-Q4 2015
Infrastructure is a vertical we often analyze as it exists in a middle ground between mundanity and innovation. And the...
Digging Into The JP Morgan Chase - First Republic Transaction
Like the Baltimore Colts, First Republic Bank vanished in the night. On Monday at 3:30am EDT, the FDIC announced that JP Morgan...
Bank Crisis in Remission But Not Over
The Federal Reserve data last week again showed that while the banking system has largely stabilized relative to mid-March,...
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