Tag: ETF economic and industrial analysis

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

Now the question for investors is whether the Fed will be able to pursue its goal of achieving price stability by raising rates or will it be forced to abandon the inflation fight to ensure financial stability. While no one is

This is the reason why the market continues to price in more rate hikes – a +50bps move in Chile next week and +75bps in Mexico in early November. Granted, inflation surprises in Mexico and Chile are too small

In a worst-case scenario, Europe’s energy crisis could persist throughout the decade and beyond, making this ETF as well as other funds that provide broad exposure to European stocks, one of the riskiest investment positions within regional ETF fund choices. Looking at the

While investment in cryptocurrencies is expected to slow down further [in H2’22], there will likely be a continued focus on the use of blockchain in financial market modernization,” the KPMG report noted. “A new report

The inverted yield curve is bearish short-term, but bullish long-term.
While inverted yield curves have always preceded recession, this time it might be a sign of easing inflation. The US has never entered a recession with 3.5% unemployment. Given the mixed signals from the yield curve, inflation, and employment, investors can use a barbell approach to protect the downside while leaving room for upside potential

In our view, the consensus remains overly pessimistic on the recovery in the labor supply and has generally overreacted to near-term headwinds. The reported GDP decline was driven by the noisiest components of total

The term is gaining traction and rolling off the tongues of more and more investment managers and strategists since Federal Reserve Chairman Jerome Powell recently warned in a short and uncharacteristically