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2024-01-19 19:30:01 ET Summary The US Government has shown its hand, intending to ratchet up defense spending on and integration with the military-industrial complex. Key allies also echo this, and seek increased levels of integration with US contractors and their own industrial b...
2024-01-19 12:52:02 ET Ongoing wars in Ukraine and Gaza, along with tensions in the South China Sea, have steered investor attention towards the aerospace and defense industry. As such, many stocks in the sector have experienced strong market returns over the past six months. Outlined b...
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 Data can easily mislead, but they can also inform. Although the U.S. began consistently to run annual trade deficits in 1976, the negative impact on employment growth that protectionists predict did not materialize. No data or sets of graphs, regardless of how carefull...
Summary Climate change, if left unchecked, will likely have such widespread implications that it could threaten the stability of the global financial system. Tracking the reality of the environmental implications will be critical to companies mitigating risk and capitalizing on op...
Summary Total industrial production decreased 0.2% in August after increasing 0.5% in July. Over the past year, total industrial output is up 3.7%. Manufacturing utilization was unchanged at 79.6%, holding above its long-term average of 78.2%. However, it remains well below the 19...
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...
Summary The manufacturing sector continues to be plagued by supply chain problems while demand is weakening. A post-pandemic reshuffle is in the making, with demand weakening and supply becoming less disrupted. Energy remains the key downside risk. By Bert Colijn...
The US has seen a rebound in manufacturing and industrial output, coupled with a decent performance from the consumer sector and net trade and inventories being less of a drag. These factors put together support our view of 3%+ GDP growth in 3Q. However, the housing market, a weak...
Total industrial production increased 0.6 percent in July after being unchanged in June. Over the past year, total industrial output is up 3.9 percent and is at an all-time high. Total vehicle assemblies rose to 11.04 million at a seasonally-adjusted annual rate. That consists of 10.7...
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General Dynamics Corp (NYSE:GD) shares are trading lower after the company reported first-quarter FY24 results. Revenue grew 8.6% Y/Y to $10.73 b...
Palantir Technologies Inc. (NYSE:PLTR) shares are trading higher on Friday. Yesterday, the company inked a pact with Oracle Corporat...
Palantir Technologies Inc. (NYSE:PLTR) shares are trading higher on Thursday. The company inked a pact with Oracle Corporation ...