EKAR News and Press, Innovation Shares NextGen Vehicles & Technology From 10/31/22

Summary Why some earnings results are surprising to the upside. Big tech is stumbling out of the earnings gate, and it was to be expected. The inflation factor: Good for some earnings, bad for others. Several U.S. bellwethers have reported their quarterly results. Wh...

Summary Do corporate earnings disappointments signal a weaker economy and easing inflation pressures, which could end this scary market—or are there more twists to come? When we look in detail at last week’s disappointing third-quarter reports from five of the bigges...

Summary Technology stocks have been pummeled this year, leading some investors to question the sector’s future. Over the last two decades, innovation was driven by the proliferation of broadband and mobility. Shares of technology companies now trade at much more attract...

Summary Aside from the supply shortage, one of the biggest buzzwords in the commercial vehicle industry over the past few years has revolved around electric vehicles (EVs). Alongside delivery vans and buses, the commercial vehicle industry also includes Class 4-8 medium and heavy ...

Summary Why big U.S. tech earnings may come in better than expected this quarter. Revenue at some tech cos are benefiting from higher inflation, which is helping to offset the strong U.S. dollar. How Apple's ad tracking policy has changed the targeted ad game. ...

Summary On projected volume of approximately 1.139 million units, US auto sales in October will reach a seasonally adjusted annual rate (SAAR) of 14.7 million units, according to S&P Global Mobility estimates. Hindered by higher interest rate settings and lower levels of jobs ...

Summary Battery original equipment manufacturers (OEMs) have enjoyed a clear trend for much of the last decade. Despite early promises, battery OEMs have not been able to escape the need for high-cost constituents like nickel altogether. In markets such as Chinese cities, rang...

Summary Europe’s energy security and decarbonization goals will spur R&D in cleantech, solar in particular. We expect further easing of monetary and fiscal policies to boost growth prospects and earnings expectations, and possibly trigger a rebound in Chinese equities. ...

Summary Persistent inflation spurred the US Federal Reserve to raise interest rates aggressively in the third quarter, with 0.75% hikes in both July and September. Earnings estimates for equities had continued to climb during the early part of the year and only started to moderate...

Summary How far will policy rates need to go to tame inflation and is a recession imminent? Until central banks see a significant decline in wage growth, they’re likely to keep conditions tighter for longer. There’s evidence that conditions may continue to suppor...