Following a record-setting number of new ETF launches in June, July saw a modest slowdown with 159 new ETFs. While that reflects a slight pause in momentum, the overall year-to-date pace remains well ahead of where it stood at this point last year. Read more: https://t.co/zvCH78s8jk
Who says you can't be productive during your evening commute? Tune in to #StreetAccount U.S. Evening Market Recap for a quick and informative market update. #financialnews
Listen to the lastest episode: https://t.co/tiekFjLCI3
In her portfolio scenario analysis, Kristina Bratanova-Cvetanova at @FactSet explores 3 phases of a hypothetical AI market correction & tests impacts on standard investment strategies. Asset managers can also further explore portfolio implications with their assumptions.
Read it here: https://t.co/rneNTPyV8L
Valuation multiples across the group reflect opportunities from the potential CPU supercycle, especially in calendar Q1-26 and Q2-26, except Nvidia and AMD who are also active players in AI accelerators and have seen a decline in calendar Q1-26 due to AI bubble fears. Read the full article: https://t.co/fU3KfG2PI7
Every backtest depends on one assumption:
That the data reflects exactly what the market knew at that point in time.
When historical financials are updated after the fact, it's easy to build a model using information that investors didn't actually have.
Mรกtรฉ Facsar, Director, Content Intelligence Lab at @FactSet, explains why point-in-time data matters if you want backtests that hold up outside of a spreadsheet.
Learn More: https://t.co/bzvEpGMtF0
Start your day with a competitive edge. Tune in to the #StreetAccount Daily Podcast for a quick and comprehensive US market preview every morning at 5 a.m. EST. #marketpreview
Or listen to the latest episode here: https://t.co/cJO3MPWOAT
Revenues have continued to normalize, with the Stoxx 600 delivering 7.8% aggregate sales growthโstill the strongest pace since 2022 and the first clearly positive reading after 4 negative quarters. Read the full analysis from the #StreetAccount European Macro Team at @FactSet: https://t.co/Ch5KAPTeRm
Don't miss out on the key market insights of the day โ tune in to StreetAccount U.S. Evening Market Recap and stay ahead of the game. #marketinsights#tradingstrategy
Listen here: https://t.co/tiekFjLCI3
Raquel Svec shares how the differentiator has moved beyond who builds the most powerful models to who can connect data, systems, & workflows in a secure & scalable architecture, turning fragmented information into connected intelligence that drives better decisions. ๐ https://t.co/duPzijyWtu
In her midyear U.S. ETF report, Elisabeth Kashner at @FactSet discusses the significant divergence of client use cases and behaviors at the same time AUM and flows rose to record levels in the first half of the year. Read her full quantitative analysis: https://t.co/Yw8YGXXOqD
A comparable company just announced a leadership change. Is that driving today's performance? The earnings? Both?
@FactSet AI for Banking helps you find out fast, monitoring your clients and competitors, then turning the analysis into a client-ready document in seconds.
See it in action: https://t.co/IrH99dFKo4
Early morning riser or night owl? No matter your schedule, you can always start your day off right with the #StreetAccount Daily Podcast, the ultimate pre-market briefing.
Listen to the latest episode: https://t.co/cJO3MPWOAT
In his latest insurance-sector analysis, Stewart Johnson at @FactSet highlights a 4-company reinsurance pattern that could signal a softening market. Read the full article: https://t.co/rhwIvKqvrS
Analysts expect lower revenue growth for $SPX for Q3 and Q4 compared to Q2. But they're still projecting double-digit revenue growth for both quarters. #earnings, #earningsinsight, https://t.co/yVjSf1bZqH
The $SPX revenue growth rate for Q2 of 15.0% is above the estimate of 12.2% on June 30 and the estimate of 9.5% on March 31. #earnings, #earningsinsight, https://t.co/yVjSf1bZqH