MOTO News and Press, Guinness Atkinson Funds - SmartETFs Smart Transportation & Technology ETF From 05/28/22

Davos 2022, the annual meeting of The World Economic Forum, came to an end with many experts painting a bleak outlook for the global economy. Wall Street analysts, economists, and industry leaders agree that a global recession is likely. A close evaluation of some of the topics di...

Central banks are facing a growth-inflation trade-off. Hiking interest rates too much risks triggering a recession, while not tightening enough risks causing runaway inflation. The Fed has made it clear it is ready to dampen growth. Implication: We are neutral developed market (DM) equiti...

Global consumer price inflation picked up from 5.3% y/y in December 2021 to an estimated 7.0% this May, a pace that will likely be maintained through September. Our May forecast already incorporates a mild quarter-on-quarter contraction in eurozone real GDP in the second quarter and d...

How similar will the next three or five years look from the years that immediately preceded the pandemic? And what are the implications for us as global equity investors? We don’t expect anything like the hyperinflation and stagflation we experienced in the 1970s; our outlook s...

The economic news emanating from Britain and the European Union is continuing to come in weak, as many European countries are expected to slip into a recession this year. While inflation may be ebbing in China and the U.S., inflation is still accelerating in Britain and the rest of Eu...

The war in Ukraine clearly triggered the spike in oil prices and in agricultural prices as well. Inflation, interest rates and Fed policy are linked. Similarly, supply chain disruptions, the slowdown in China, and big-tech reversals are all Covid-related. The bottom line right now...

Our rising price problem is, more than anything, a supply problem, and reducing demand is certainly one way to tackle it. But returning to the pre-COVID growth rate doesn’t mean we are headed to recession, that contraction is in our immediate future. US stocks and REITs wer...

Addressing the recent tumble in markets, Eitelman noted that the week of May 16 was particularly rough for U.S. equities, with the S&P 500  Index declining by roughly 4%, as of market close on May 19. The competing signals within the CVS investing framework have led Eitelman ...

Lear has been hurt by the pandemic, chip shortages and now a softer economy and inflationary pressures. The company has been underperforming for a while, as the recent pullback in the shares seems perfectly explainable. I am not actively considering Lear shares here even as it is ...

The new export orders index from S&P Global's PMI business surveys tracks foreign demand for both goods and services. In a manufacturing company, goods exports are readily quantified as those to be shipped to non-domestic customers. After the initial pandemic downturn in deman...