Tag: ETF economic and industrial analysis

Master Plan 3 includes re-powering the existing grid with renewables (solar, wind, geothermal, hydro, etc.), switching to electric vehicles (“EVs”), switching to heat pumps, and some use of green hydrogen

Kathy Bostjancic, Chief Economist, and Kristi Martin Rodriguez, Senior Vice President of Nationwide Retirement Institute, provided their insights on recent investor sentiment, recession expectations, and the ever-

Benz: Well, equities have not been great, as you might expect, because stocks tend to respond to the economic environment, especially if the company is selling discretionary goods or services, people pull back in

As a result, we expect inflation to continue to decline in the coming months – with ramifications for diversified multi-asset investment strategies. Growth assets, such as equities, have become more

In the 2010s, many were concerned that government programs to stimulate the economy through increasing stock prices that generated a “wealth effect” were not doing enough to stimulate economic growth. The

Anna Castro: So long-term US government debt that’s, like, 10-plus years, 10, 20, 30 years, are offering around 3% income yield, which we have not seen in the past 15 years. Anna Castro, Senior Portfolio

We’ll also analyze the historical lead and lag times of a developing recession, address the few false recessionary signals that exist, and offer some thoughts on how business cycles impact different investors. Many

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