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On April 27, 2026, Shell announced a definitive agreement to acquire ARC Resources in a transaction valued at $16.4 billion. The deal includes $3.4 billion in cash, $10.2 billion in equity, and the assumption of approximately $2.8 billion in n...


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Nearly two-thirds of the way through the earnings season, the S&P 500 is reporting impressive results. Both the percentage of S&P 500 companies reporting positive earnings surprises and the magnitude of earnings surprises are...


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Data has emerged supporting a view in prior notes that combined ratios for auto insurers could be headed lower, which would send profits higher. Early indicators suggest this drop is already unfolding. ...


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Climate risk models that rely on static emissions data may misprice transition risk across a portfolio. For portfolios with material exposure to SBTi-committed companies, a more relevant signal is ...


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Given concerns in the market about higher oil prices, what is the S&P 500 reporting for a net profit margin for Q1?


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