IXP News and Press, iShares Global Comm Services From 12/20/22

Summary Inflation continues to moderate, not only here, but also in Europe. Despite the negative economic reports and the reaction to the Fed rate hike, the US Dollar barely budged for the week. Value yet again outperformed Growth in the last week, this time by a spread of almost 1%...

Summary Why the declines in tech on the S&P 500 may be hiding strength in other sectors from investors. The energy sector may still provide opportunities for investors. Insurers are not suffering the same challenges as other financials in the current high-rate environment....

Summary In today's issue of the 1-Minute Market Report, I examine the market bounce since the October low, and highlight the areas of the market that are leading the way higher. On Thursday, for every stock that was down, there were 26 that were up. For the first time since August...

Summary IXP seems to have gone through a name change from being a telco ETF to being a communications ETF. This definitely makes sense given the holdings, all of which are in directional trouble even though they constitute an interesting theme. While you can bet on reversions ...

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 Few sectors escaped this year’s global equity selloff in Q3. Those most vulnerable to the punishing effects of the recent spike in interest rates have paid an especially heavy toll. Real estate, telecom, utilities and tech were the worst performers in most marke...

Summary We expect macro headwinds will continue to pressure U.S. corporate earnings in the coming months. We expect earnings expectations to decline as multinational firms realize foreign exchange headwinds that accelerated over the past year. Investors can avoid undue interna...

Summary While several factors contribute to Africa’s digital divide, the prospect of a U.S.-China technology decoupling could create additional complexities that may affect the digital transformation of African countries. Chinese brands not only have a larger market share b...

Summary We believe that cash flow and debt sustainability are likely to become increasingly important as real economic growth slows and credit access tightens. Cash flow provides a link between a company’s income statement and their balance sheet. Focusing on the Russel...

Meta Platforms had to report declining revenue for the first time ever, and earnings per share declined. There seems to be a bullish and a bearish camp right now - and there are arguments for both perspectives. Nevertheless, I consider the business model still intact, and there is...