VCLO News and Press, Simplify Volt Cloud and Cybersecurity Disruption From 11/12/22

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 Despite some headline misses in big tech, markets ended the week with a significant rally and the Dow realized its fourth consecutive winning week. This week, we get Q3 results from 167 S&P 500 companies from a smattering of sectors. November 3 is predicted to be t...

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 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 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...

Summary Investors have a lot to digest these days trying to navigate recession fears, interest rate hikes, inflation, consumer strength, and corporate earnings. Conflicting reports on the health of the economy have markets unsure whether to focus more on the Fed’s hawkishne...