Webinars

September 22, 2022 By Tim Nyland, CFA

EPS Growth & The Share Buyback Conundrum

With the Inflation Reduction Act of 2022 signed into law, the 1% excise tax coupled with weaker CEO confidence in the economic outlook may cause a slowdown in buybacks in the quarters to come. What do ...

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tag-icon #sharebuybacks #equitymarkets #inflationreductionact #inflation #inflationreduction #equityresearch
August 24, 2022 By Tim Nyland, CFA

Recession Risks Part 2 – It’s all About the Corporate Margin Cycle

Picking up where we left off in our last webinar, we expand the macroeconomic analysis with new data points and include PPI, commodity price changes and illustrate the combined effects on corporate pr ...

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tag-icon #inflation #equitymarkets #equityresearch
August 22, 2022 By Tim Nyland, CFA

Recession Risks – Credit Markets at Odds with Equity Markets

Despite the recent rally in equities off the June 2022 lows, 10-year – 2-year treasury yield spreads are pricing the strongest forewarning of a recession since the dotcom implosion. What are the ana ...

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tag-icon #inflation #equitymarkets #equityresearch