U.S. Equity Strategy: Buybacks to Remain Strong Amidst Uncertainty Buybacks have been a key theme through this cycle with S&P 500 companies returning ~$5 trillion to shareholders since 2009 and contributing ~2% to annual EPS growth (S&P 500 divisor has fallen to 1999 levels, see Figure 30). Despite the recent market volatility, buyback activity has been very strong during 4Q18…
With the halfway point of 2023 two weeks away, the S&P 500 has broken out to a 12-month high....
Do you remember when Hewlett-Packard (HPQ) acquired Palm for $1bn in 2010, likely just prior to Palm going bankrupt after several...
“An investor’s job is not to avoid the pain but to endure it.” If you would like to...
The great Q1 2022 earnings have proven the forward-looking nature of markets. I’m kicking-off this weekend’s Research Report with...
Dr. Ed Yardeni Go figure: Stocks & bonds sold off on Tuesday following a hotter-than-expected Q1 Employment Cost Index...
With financial conditions tightening and earnings growth slowing, the 12-month risk/reward for the broad indices looks unattractive at current...
Now that’s how you bounce back from a sharp decline in the previous week. And why did markets bounce...
Despite the constant news flow and tweets discussing tariffs on Mexican imports, the S&P 500 (SPX) and peer indices...
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