Like the old Timex ad slogan, banks took a licking and kept on ticking in 1Q24. The
higher-longer expectations continued to drift yet higher and yet longer and noninterest-bearing deposits
continued to drift down. Read it here: bit.ly/3UFjKeS

#banktracker

After over a decade from the project's original proposal, Trans Mountain's Expansion project will likely see commercial operation in May. Much has changed since those early days, when many thought it would take years for the Expansion to reach full utilization. However, thanks to

Get ready! mrkt call podcast is coming live from #FACTSETFOCUS today!

Watch Guy Adami, Dan Nathan, and Liz Young, as they take a real-time and interactive dive into the latest quarter.

FactSet and MKT Call coming in 'Miami hot' at 1:15 am EST: bit.ly/3Ux3c8K

6 $SPX sectors are reporting a Y/Y increase in net profit margins in Q1 2024 (vs. Q4 2023). #earnings , #earnings insight, bit.ly/4bijXKG

5 $SPX sectors are reporting a Q/Q increase in net profit margins in Q1 2024 (vs. Q4 2023). #earnings , #earnings insight, bit.ly/4bijXKG

$SPX is reporting a quarter-over-quarter increase in net profit margin for Q1 at 11.5%. #earnings , #earnings insight, bit.ly/4bijXKG

Time is money, as they say, and during peak #earningsseason you face the double whammy of how to join numerous earnings calls and go deep in transcript research.

Check out how to do it with our #generativeAI solution: bit.ly/3UfvW4z

The trailing 12-month P/E ratio for $SPX of 24.9 is above the 5-year average (23.2) and above the 10-year average (21.3). #earnings , #earnings insight, bit.ly/3QhGUp2

We set up base hypothetical scenarios for interested clients to test the impact of hypothetical election outcomes on their specific investment strategies. Check out our example charts of broad index responses: bit.ly/49R9yUT

#investmentmanagement #riskmanagement

The forward 12-month P/E ratio for $SPX of 20.0 is above the 5-year average (19.1) and above the 10-year average (17.8). #earnings , #earnings insight, bit.ly/3QhGUp2

$SPX is reporting Y/Y revenue growth of 4.0% for Q1 2024, which is above the estimate of 3.5% on March 31. #earnings , #earnings insight, bit.ly/3QhGUp2

Can you join every #earningscall ? No. Can you quickly analyze transcripts with keyword searches? No. But you can (yes!) use #TranscriptAssistant to ask questions, click to view key themes, and view summaries of management/analyst Q&A discussions: bit.ly/3UfvW4z

$SPX is reporting Y/Y earnings growth of 3.5% for Q1 2024, which is above the estimate of 3.4% on March 31. #earnings , #earnings insight, bit.ly/3QhGUp2

60% of $SPX companies have beaten revenue estimates to date for Q1, which is below the 5-year average of 68% and below the 10-year average of 64%. #earnings , #earnings insight, bit.ly/3QhGUp2

77% of $SPX companies have beaten EPS estimates to date for Q1, which is equal to the 5-year average of 77% and above the 10-year average of 74%. #earnings , #earnings insight, bit.ly/3QhGUp2

End this Friday by reading John Butters' latest #earnings article!

Read it here: bit.ly/3QhGUp2

Hypothetical scenarios can serve as a base for more detailed and customized analysis of broad index responses or investment portfolios to US presidential election outcomes. Read what we set up for clients to do this: bit.ly/49R9yUT

#portfoliomanagement #riskanalysis

There is no ISO further ahead of CAISO in terms of solar generation development. Over the last two years alone, nearly 5 GW of new solar capacity has been added to the California grid. However, all this buildout without a sufficient build-in transmission or battery storage has

This week’s #chartoftheweek examines the 2-year indexed price performance of Express, relative to retail peers GAP, American Eagle, and H&M in the wake of Express’s recent bankruptcy announcement.

Express, a once dominant clothing retailer with more than 500 locations in the US,