Traditionally, luxury goods firms have been very successful at passing through cost increases to consumers, given that their clientele are usually less price-sensitive. In the United Kingdom, chains are reporting strong
Tag: ETF sectors and rotation
The Massive Increase In U.S. Energy Production And Its Consequences For Investors
But an equally important shift has been that the U.S. is no longer an energy importer and, in fact, exports petroleum (on a net basis), natural gas, and coal. It should be noted that the U.S. economy can still be impacted by a
Teck Resources: Copper’s Bright Future And Corporate Efforts
The transition to renewable energy sources, such as solar and wind power, necessitates a massive expansion of electrical infrastructure, from power generation facilities to transmission lines and energy storage solutions. But I
Diversification Across Asset Classes Matters in Trend-Following
In his discussion of the fund’s performance, Beer elucidated the importance of diversifying asset class exposure in trend following. Not all managed futures funds invest alike, however, some strategies excluding
Tellurian: I Want To Believe In Charif Souki’s LNG Dream
But Tellurian’s failure to secure FID for its Driftwood LNG production and export terminal close to Lake Charles, Louisiana has shattered investor confidence in its management. Down under in Australia, strikes at
Renewed Fall In Demand For Consumer Services Will Pull Inflation Lower
One key area of recent support to the global economy, which is reporting a renewed decline in new orders – consumer services – is especially noteworthy, as this sector led the surprise growth revival seen globally in
Decreasing Recession Expectations Supportive of These ETFs
In what could prove to be more good news for QQQ and QQQM, the frequency of recession mentions by S&P 500 member firms declined on earnings conference calls during the June 15 through August 31 period. “After
Check Out KEUA as Long-Term EU Carbon Outlook Strengthens
Advisors and investors looking to diversify their commodity exposures would do well to consider the KraneShares European Carbon Allowance ETF (KEUA) . However, the short term is expected to see some impact from
Energy Transfer: Potential Energy Trade Of The Decade
At the same time, there are reasons to believe that the company is likely to retain its momentum in the following years as the tight supply along with a relatively high demand for natural gas around the globe are making it possible
In The Face Of Record Heat And Active Tropics, Why Natural Gas Prices Can’t Rally
Following panic buying last summer in the midst of the Russian-Ukraine war, a record-warm winter earlier this year has kept supplies high in Europe and the United States. So why can’t US natural gas ( NYSEARCA: UNG ) prices
As The World Burns Up, Which Markets May Be Affected By El Nino And Climate Change?
Agriculture – El Niño often brings heavy rains and flooding to parts of South America, which can damage crops like soybeans, corn, wheat, rice, coffee, and sugarcane. Here are 4 companies that could potentially benefit from or
From the Frying Pan Into the Fire: Why Climate Investing Matters
For the world to curtail global warming impacts, trillions will need to be spent in the next decade on climate adaptations alone, up to 10 times more than current flows as climate risk escalates. This benchmark tracks the most-
Q&A: Why The U.S. Is ‘Front And Center’ Of Global Oil Trade
Inclusion of WTI Midland crude in the Brent complex, started in May, has added to the sea change in global oil markets From nowhere-to-be-seen to just about everywhere, the U.S. is now a leading player in global crude
As Power Generation Falls, EU Allowances Prove Resilient
EU carbon allowances dropped but ultimately proved resilient despite declining power output and demand this year. “Trading activity has slowed in terms of liquidity, but prices have shown impressive resilience