Tag: ETF economic and industrial analysis

Economic reports and corporate data last week highlighted the cautious stance of corporations, contrasted against a resilient consumer, who continues to be propped up by strong demand in the labor market and

Meanwhile, the reports of the demise of the U.S. dollar as the world’s reserve currency may not be exaggerated, given the geopolitical shift over the past year. The U.S. remains the world’s leading economy and

Similarly, the latest Core Personal Consumption Expenditures (“PCE”, the Fed’s favourite inflation measure) report released on April 28th showed that Core

All news seems to be bad news, with such a broad consensus that the market and economy are headed for trouble.Yet, earnings are better than expected, and the economy is showing more signs of resilience.Despite the negativity, we are on track for a soft landing, which is why stocks continue to climb the wall of worry.

We have this panel, and the premise of it is that there’s a legislative bonanza for the climate tech industry because of the Inflation Reduction Act, because of the

At the time of the comment (some 40 years ago) coal was the largest source of electric generation and it was not very clean. If over the next 22 years, we have the same

As of March 2023, the raw materials that underlie the battery value chain are those that go into lithium-ion batteries, even if we hear about certain other chemistries or new ones are being researched at present. China’s

Since countries around the world had to have dollars on hand in order to buy oil (and other key commodities such as gold, also priced in dollars), the greenback became the world’s reserve currency, a status formerly

I have followed the relationship between QQQ and DIA for some time, and I have found it to be one of the more insightful indicators I use. So, when I see that QQQ has outperformed DIA by nearly 19% over the past three months, I know something historic is taking place. This is very year 2000-like.We could be setting up for a continued period of significant return spread between these two major indexes. That should get investors’ attention.

The US economy is expected to enter the recession in Q2 2023.The S&P 500 is still overvalued, and earnings expectations don’t yet reflect an imminent recession. Thus, there is a considerable downside to SPY.

Software clearly will consolidate this year, in our view, with much moving into private equity where there is some $1 trillion in cash waiting to be deployed,” observed BlackRock . “In our view, Tesla is likely to deliver on

Figure 2 shows the average daily users of China’s most popular mobile job search applications (left chart) and the volume of online job postings (right chart). As the mobility of China’s residents continues to recover,

Investors have been pouring money into investment-grade corporate bonds, attracted by the fattest yields in a decade and the hopes of better total returns than those offered by stocks. Companies have been rushing