Tag: ETF economic and industrial analysis

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

The act contains several provisions that affect our stock valuations in the clean energy and the pharmaceutical industries. To the upside, the provisions that have had the greatest and most immediate impact on our

Santoli: I tend to think that simply taking advantage of the fact that equities have tended to reap some benefits from inflationary periods that they obviously are nominal assets and things like dividend growth can

Financial market executives have highlighted the potential for tax-loss harvesting to further support ETF flows ahead, especially in the fixed-income asset class after related mutual funds suffered their worst

(Source; Bloomberg, 12/31/99 – present) Measures of both goods and services have slowed from all-time highs this year due to higher costs and lower demand. (Source; Bloomberg, 12/31/-99 – present) Non-farm employment gains have remained strong, especially at this level of

The agreement also includes working towards dual listing of companies on both exchanges, a move that will benefit issuers by allowing them to tap into pools of capital in markets outside of their home regions while

Roland Morris, VanEck: Before the war, energy prices were rising already because of a long-term lack of investment in production. But while oil prices started to fall after Russia invaded Ukraine, natural gas has kept

Our biases can arise at any time, but given today’s market environment, a few especially harmful biases can be scarcity mindset, action bias, and loss aversion. During times of market volatility, if investors don’t calmly