Love, Corbin: Juneteenth

Yesterday, we commemorated Juneteenth, a powerful reminder of the day in 1865 when the last enslaved African Americans were granted freedom. More than a historic milestone, Juneteenth is a call to reflect, to learn, and to act.

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2025

Corbin Analytics reaches 25,000 institutional investor and analyst interviews

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Closing the Quarter – Q1’25

As we wrap up one of the more extraordinary earnings seasons in years, it’s clear that companies were largely able to deliver solid earnings results during Q1 owing in part to pull-forward buying behavior ahead of tariff impact, though challenging dynamics existed for certain sectors, most notably Materials and Energy.

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Closing the Quarter – Q1’25

Heading into earnings season, our Q1’25 Inside The Buy-Side® Earnings Primer® survey, published April 10, revealed a sharp reversal in optimism with both investor sentiment and perceived executive tone exhibiting 40%+ pullbacks QoQ, the largest on record, driven by tariff concerns, policy uncertainty, and deteriorating growth forecasts.

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