Maritime Conference: Notes on the Shipping Cycles
For insights on supply chains, maritime subsegment fundamentals, and new upcoming emissions standards we attended the Capital...
Maritime Shipping Conference: Notes on Upcoming Emission Rules
For insights on upcoming emissions standards for the maritime shipping industry, global supply chains, and maritime subsegment...
The Bank Liquidity Crisis: Week 3
Not Out of The Woods Quite Yet. TL;DR: The banking system seems to be stabilizing, at least for now, but we are concerned that...
U.S Mergers & Acquisitions Monthly Review: February 2023
U.S. M&A deal activity decreased in February, going down 23% with 1,066 announcements compared to 1,385 in January. However,...
March Investor and Analyst Days
Now that the fourth quarter earnings season is in the rear-view mirror, investors aim to spot clues from outlooks given at...
The joint announcement on March 12 by the Treasury, Federal Reserve, and FDIC that all depositors at both SVB Financial and...
FactSet's 5 Most Popular Search Terms: Q4 2022
We examined the most popular search terms in the FactSet Document Search application, which allows users to carry out AI powered...
Since Ford’s 1908 Model T automobile, there have been numerous hardware advancements in vehicles and trucks: heated seats,...
U.S. Mergers & Acquisitions Monthly Review: January 2023
U.S. M&A deal activity increased in January, going up 5.8% with 1,278 announcements compared to 1,208 in December. However,...
Despite Robust January Retail Sales, There Are Signs That Outlooks From Retailers Won’t Be So Rosy
This marks the fourth peak week for the Q4 earnings season. This week we start to get results from the retailers, but there is...
Q1 2023 Investor Conference and Events Highlights
Wall Street strategists are slowly pulling back their dour economic and market outlooks for 2023 as the chances for a goldilocks...
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