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1 week ago | 
insuranceinsiderus.com | Henry Meiners |Noah Marchese |Amit Kumar
This week marks the end of the Q1 2025 earnings season, with the exception of a few stragglers reporting next week. Log in to continue Please enter your email address below. Password log in Opening your single sign-on provider... Questions about your access?
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1 week ago | 
insuranceinsiderus.com | Henry Meiners |Noah Marchese |Amit Kumar
April 2025 has been a chaotic month for the world, particularly in the United States. President Donald Trump’s announcement of sweeping new tariffs on April 2 sent global markets into a freefall, just for him to announce a suspension of... Log in to continue Please enter your email address below. Password log in Opening your single sign-on provider... Questions about your access?
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2 weeks ago | 
insuranceinsiderus.com | Noah Marchese |Amit Kumar |Henry Meiners
Over the past week, a number of the publicly traded brokers reported their Q1 2025 earnings. We last discussed the sector at the end of Q4, in which we argued that as growth prospects faded, company-specific strategies such as... Log in to continue Please enter your email address below. Password log in Opening your single sign-on provider... Questions about your access?
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2 weeks ago | 
insuranceinsiderus.com | Amit Kumar |Henry Meiners |Noah Marchese
Much can change within a few months. Not that long ago, it seemed that every P&C segment was having a golden moment. It Log in to continue Please enter your email address below. Password log in Opening your single sign-on provider... Questions about your access?
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3 weeks ago | 
insuranceinsiderus.com | Amit Kumar |Noah Marchese |Henry Meiners
In our preview, we noted that the topics that will deserve the biggest airtime this earnings season will include tariffs, loss costs, reserve adjustment trends, and the California wildfires. On Log in to continue Please enter your email address below. Password log in Opening your single sign-on provider... Questions about your access?
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3 weeks ago | 
insuranceinsiderus.com | Noah Marchese |Amit Kumar |Henry Meiners
Last week, Allstate and Progressive reported their estimated cat losses for the month of March. Additionally, Travelers reported its total Q1 2025 cat losses. We Log in to continue Please enter your email address below. Password log in Opening your single sign-on provider... Questions about your access?
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4 weeks ago | 
insuranceinsiderus.com | Amit Kumar |Noah Marchese |Henry Meiners
In our earnings preview published this week, we noted that the tariff question would be one of the focal points for this earnings season. Log in to continue Please enter your email address below. Password log in Opening your single sign-on provider... Questions about your access?
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1 month ago | 
insuranceinsiderus.com | Henry Meiners |Amit Kumar |Noah Marchese
Last month, the United States Department of the Treasury collected $8.75bn in customs duties, up from $6.64bn in March of last year. March Log in to continue Please enter your email address below. Password log in Opening your single sign-on provider... Questions about your access?
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1 month ago | 
insuranceinsiderus.com | Amit Kumar |Noah Marchese |Henry Meiners
Two weeks ago, the biggest themes for the upcoming Q1 reporting season were the impact of California wildfires, loss-cost trends and social inflation. Log in to continue Please enter your email address below. Password log in Opening your single sign-on provider... Questions about your access?
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1 month ago | 
insuranceinsiderus.com | Amit Kumar |Noah Marchese |Henry Meiners
Last week, we saw the anticipated announcement by President Trump regarding reciprocal tariffs against virtually all of the United States’ trading partners. Log in to continue Please enter your email address below. Password log in Opening your single sign-on provider... Questions about your access?
