Feature Clean energy names rallied yesterday on the back of the news that a reconciliation deal was struck to support Biden’s fiscal package. The deal, which was dubbed the “Inflation Reduction Act Of 2022”, includes…
Executive Summary If a loss of wealth persists for a year or more, it hurts the economy. The recent $40 trillion slump in global financial wealth is larger than that suffered in the pandemic of 2020, the global financial crisis of…
Executive Summary More Tightening To Come In the following report we answer the most asked questions from our recent “Bear Market 2.0” webcast. Macroeconomic backdrop and inflation: While commodity…
Table 1 Q2-22 reporting season is of paramount importance for investors as it may help shape market expectations into the balance of the year. After all, the multiples compression stage of the bear market, driven by entrenched…
Executive Summary China: Can The Economy Recover Without Housing Revival The rebound in China’s business activity in June reflects the release of pent-up demand from the economic reopening after lockdowns in April and…
Executive Summary China's Unemployment Over the past week we have been visiting clients along the US west coast. In this report we hit some of the highlights from the most important and frequently asked questions. Xi…
In lieu of next week’s report, I will host the monthly Counterpoint Webcast on Monday, July 25. Please mark the date in your calendar, and I do hope you can join. Executive Summary Central banks face a ‘Sophie’s…
Dear client, In lieu of July 18 publication, I will be hosting our quarterly webcast that I invite you to join. Our regular weekly publication will resume Monday, July 25. Kind Regards, Irene Tunkel Chief Strategist, US Equity…