Hoisington Investment Management Q4 2025 Review And Outlook [Seeking Alpha]
S&P Global Inc. (SPGI)
Last s&p global inc. earnings: 4/28 07:10 am
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Source: Seeking Alpha
In December, the QCEW lowered the twelve-month increase to 420,000, an overshoot of 73% and a very meager average monthly increase of approximately 35,000. Commercial bank loans and leases, excluding lending to non-depository financial institutions, remained virtually unchanged in nominal terms in 2025. Hoisington Investment Management Company concludes that Barnichon and Singh's findings are consistent with the view that the tariff hikes of 2025 reinforce the path to a lower inflation rate in 2026. AI could generate excess capacity, compress margins, and restrain income growth, all of which would reinforce disinflationary pressures. SlavkoSereda/iStock via Getty Images Eight Disinflationary Forces Concerns over accelerating inflation persisted throughout 2025. However, these anxieties were unwarranted as wage and price increases slowed in response to eight influential factors that also suggest that last year's disinflation will persist in 2026 (Chart 1). First, labor mar
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SPGI
Earnings
- 10/31/25 - Beat
SPGI
Sec Filings
- 1/15/26 - Form 4
- 1/14/26 - Form 8-K/A
- 1/9/26 - Form 3
- SPGI's page on the SEC website