Equity valuations to remain elevated, Deutsche Bank says

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Go back to Equity valuations to remain elevated, Deutsche Bank says

TD Cowen: 'We start with a 60% probability that the SEC switches to semi-annual from quarterly reporting'

September 15, 2025 9:32 AM EDT

TD Cowen: 'We start with a 60% probability that the SEC switches to semi-annual from quarterly reporting'

The analyst comments "Companies and the market have debated for decades the value of quarterly earnings reports without the SEC imposing a change. We believe this is because those pushing for less frequent reporting never had the political backing needed for an SEC chair to make this a policy priority. President Trump made a similar call in his first term though this time his pitch comes as there is an industry push for... More