Monthly Archives: April 2023
16 posts
The Global X Research survey surveyed 1,079 individuals in the United States, revealing key insights on the housing sector and proptech adoption. Notably, nearly 90% of respondents believe that average U.S. home prices increased at least 10% between 2019-2022.
The Fed's recent actions have led to a reevaluation of what it means to 'fight the Fed,' and it's crucial for investors to understand the difference between a trading opportunity and an investable rally.
The US consumer seems more than willing to pay more for their favorite brands, especially if they sell, um, comfort foods. Consider some of the winners that we have seen over recent sessions.
After last week's slew of second-tier data, it seemed as if the Treasury market had made up its mind-the economy is finally turning over and headed toward a recession sooner rather than later.
Investors are still waiting for signs of that recession, with recent economic data showing increasing evidence of slowing activity and tighter lending conditions.
The latest New Residential Construction report shows further weakness in the sector, with permits and groundbreaking declining sharply for multifamily projects.
The Fed's recent actions have led to a reevaluation of what it means to 'fight the Fed,' and it's crucial for investors to understand the difference between a trading opportunity and an investable rally.
Investing involves risk, including the possible loss of principal, and it's essential to diversify and seek personalized advice to navigate market fluctuations.
Growth substantially outperformed value as market priorities shifted from interest rate sensitivity to economic growth sensitivity, leading to a high level of performance dispersion within equity markets.
The US Treasury market experienced some unusual trading activity, with the UST 2-Year yield surging by 70 bps in February and then tacking on another post-Powell increase of 25 bps, reaching a peak of 5.07%, the first time eclipsing the '5%' threshold since 2007.
As the world shifts towards a more sustainable future, corporations are playing a crucial role in driving the clean energy transition. With over 40% of the world's largest companies setting net-zero targets, the demand for clean energy technologies is skyrocketing.