MSCI, Inc. (MSCI)

MSCI reported Q2 2025 financial results with revenue of $772.7 million, exceeding expectations. While core segments showed stable growth, the company experienced slower new business, particularly in sustainability and climate products.

Resmed, a global leader in health technology, has appointed Salli Schwartz as its new Chief Investor Relations Officer. Schwartz brings extensive experience from her previous roles at Illumina, MSCI, and Moody's, and will lead Resmed's global investor relations function.

BofA analysts expect mostly in-line or better Q1 earnings for industrial companies, with Q3 flagged as a potential earnings trough. They highlight 3M, Johnson Controls, and GE Vernova as top picks, despite lowering EPS estimates due to tariff uncertainty.

The article discusses the potential for US stocks to continue outperforming in 2025, with the S&P 500 expected to rise 19.0% to 7000. However, the author expects a bumpier ascent, with the Federal Reserve likely to be less dovish and uncertainty around fiscal, trade, and immigration policies potentially putting upward pressure on bond yields.

Moody's (MCO) enters into a strategic partnership with MSCI to augment its ESG solutions. The financial terms of the deal remain undisclosed. This move aligns with the company's organic growth strategy.