Tag: ETF economic and industrial analysis

The 2023 China re-opening will lead to more travel and short-term consumption splurges but much fewer long-term household investments like housing. Even though the one-year performance is similar, Chinese

As I wrote in a recent article on the United States Brent Oil Fund ( BNO ), one of the largest consequences of a China re-opening is going to be a surge in demand for energy commodities like crude oil and gasoline:

The good news is active investors can help find companies that can still prosper even in these challenging times, and by identifying those companies and investing in them, we can set up portfolios for success

China’s Leading Indicators Point to Declining Producer Prices If we get around to late 2023 and the labor market is blowing through the Fed’s 4.4% unemployment rate forecast, I think that will take people by

So, try to imagine a world where the Fed can deeply invert the yield curve to fight the inflationary shock, without causing a recession. The Fed projected in December 2021 a 4% GDP growth for 2022, with the 2.6%

I think one of the positives that I saw this year, which wasn’t discussed a whole lot, but actually, if you track that CPI-E number, which is the Consumer Price Index Experimental to track our senior spending, that

In the next section, we will look at the risk of a monetary policy miscalculation on the global economic outlook and its subsequent impact on the VTI fund. Increasing inflationary pressures around the world have

Are Growth Stocks Worth a Look in 2023?The signs are promising.

Let’s look at the subset of our inflation issues … Energy Policy Couple this with very restrictive immigration policy and you’ve got wage inflation such as we had not seen since the onset of globalization’s disinflationary

But even history illustrates that commodity prices can continue to rise long after a business cycle has turned if fundamentals are supportive. We believe that the current negative business cycle pressures on

Warning signs from Microsoft and Amazon on consumer spending, advertising, and the outlook for cloud computing.

As expected, the Fed announced on Wednesday that it was lifting the federal-funds rate by 0.75 percentage points. We expect normalizing inflation and slowing economic activity to clear the path for falling interest

Many supply chain issues which fueled inflation have eased, but the ripples continue across the global economy.

We expect GDP growth to accelerate in 2024 as the Fed starts cutting rates in order to stimulate demand. High inflation has proved stickier than expected in recent months, so we’ve increased our 2023 inflation