With roughly one-third of the S&P 500 having reported earnings by the end of January, early insights into corporate capital return behavior are coming into focus.  In this post, we examine share repurchase authorizations announced in January and compare them with prior years to assess how ... >>>Read More

Share repurchase authorizations remained robust in October 2025, despite record equity prices and broader economic uncertainties.  Key takeaways from our analysis include:Consistent Level of Authorizations: $55 billion in repurchases across 68 companies, broadly consistent with October 2024.Sector ... >>>Read More

Policy-driven macroeconomic volatility has triggered U.S. corporate commentary about business and financial uncertainty, especially since the “Liberation Day” tariff announcements on April 2. A number of companies, especially those in sectors with high tariff exposure (e.g., auto manufacturing) and ... >>>Read More