The International Energy Agency (IEA) just released its World Energy Outlook 2023 report. The full report may be found here. Perhaps the most noteworthy prediction from the report is of peak demand for fossil fuels […]
He explained that the bailout plan was directed at the financial industry which is vital for the alternative energy stocks. Rusch said that the impact of the bailout bill for alternative energy companies is to assure that banks will continue to lend and finance solar projects. In addition, he...
See the chart for one example of how sentiment can impact a region. Emerging markets and Japan We see opportunities in parts of emerging markets that may benefit from the relocation of supply chains after the pandemic, and Japanese stocks that are set to receive a boost from corporate reform...
picks analysis by sector energy communication services real estate consumer staples tech basic materials healthcare consumer utilities financials industrials stock comparison tools faang stocks gold etfs cash equivalents big bank stocks big pharma stocks retail stocks top indexes d...
A balanced outlook There is the potential for some sector and style rotation going forward. Energy stocks have outperformed on the back of high oil and gas prices. Historically, however, energy sector earnings are more cyclical and with lower long-term growth potential than the more dynamic new...
“The central equity theme for next year is one of higher dispersion across stocks, styles, sectors, countries and themes.” Dubravko Lakos-Bujas Head of Global Markets Strategy, J.P. Morgan Equity markets In 2025, global equity markets could face an environment characterized by several cro...
noted aggregate capex spending intentions of over $200 billion for 2024 (50% higher than 2023) ― and growing. Some observers have recently questioned whether that spending will deliver sufficient return on investment. This concern contributed to a summer pullback in AI stocks. Mr. Kim is ...
Outlook for Next Week At the time of this writing (2:15 p.m. ET), stocks are lower across the board and near the lows of the session (DJI - 403, SPX - 53, COMP - 272) after Trump said that he would soon announce reciprocal tariffs. While we ultimately don't know to what exten...
Since February, however, a series of policy measures have sparked expectations that the pain threshold for policymakers has finally been reached. State-controlled entities have been aggressively buying stocks, restrictions on stock sales have been imposed and the head of the Securities Regulatory Commiss...
While there are many reasons to remain constructive on energy infrastructure, there are potential risks to a rosy outlook. Namely, the impact of a recession on energy demand remains a key risk entering 2023. If there is a deep recession, energy stocks will likely come under pressur...