Displaying items by tag: US

Wednesday, 27 April 2022 19:08

Goldman Says Makes a Big Call on a Recession

Goldman Sachs released their latest economic forecast and predict the U.S. will grow at its second-highest rate in over 15 years. The 3.1% prediction would only be outpaced by the K-shaped recovery in 2021. Moreover, they said there is a lower risk of a recession in the next year than the rest of Wall Street with about a 15% chance. Attributing much of the inflation to supply chain issues, Goldman seems to be leaning on the latest core PCE inflation numbers that the Fed cares most about which were on the decline. The biggest ongoing risks to the world economy are China and the continuing Russia-Ukraine war.


Finsum: Goldman believes the Fed can thread the needle and hit the soft landing that many say is impossible, time will tell if they can.

Published in Eq: Total Market
Monday, 01 March 2021 07:26

How to Capitalize on the US Energy Crisis

(Houston)

The polar vortex sweeping across the south has left many American’s without energy, but investors are not as powerless...see the full story on our partner Magnifi's site

Published in Eq: Energy

(Beijing)

If one thing has been clear over the last couple of years, it is that US-China relations are getting worse. It started earlier in Trump’s term and has escalated in a tit-for-tat battle over the last couple years. Some refer to it as a great “uncoupling” while others say it is a new cold war. Whatever you call it, there are a handful of sectors that will do well as the situation unfolds. One such sector is automation and robotics companies. These companies are likely to do very well as US businesses are forced to re-shore manufacturing from China and seek out automation to make the return more economical.


FINSUM: A major decoupling will be a very ugly event. US companies do $500 bn of sales in China each year. The automation play makes sense. Check out the Robotics ETF (ROBO).

Published in Eq: Asia

(Washington)

In a week that saw American COVID cases surge and claim one quarter of all the world’s 10m cases, the US health secretary said that the US may not be able to contain the virus. The US has recently seen a huge jump in cases, with only two states showing a weekly decline in cases. This has led to speculation that the virus may be completely uncontained in the country. Health secretary Alex Azar appeared to acknowledge this, and when discussing containing the virus, he said “The window is closing…”, and that the southern US was seeing the worst of the flare up.


FINSUM: All the hopes that warm weather would hurt the virus have been proven wrong—the hottest places in the country are having the worst outbreaks! How does one price the odds of another economic decline because of this surge?

Published in Eq: Total Market
Wednesday, 01 April 2020 10:38

White House Warns of 240,000 Deaths in US

(Washington)

Speaking from the White House, President Trump issued a grave warning yesterday. Alongside Dr. Fauci, the team said that they expected between 100,000 and 240,000 deaths in the US from Coronavirus. The announcement took the media world by storm and appears to have also impacted markets, as futures have been down considerably since the speech. The president’s tone was a marked departure from his previous outlook, with Trump saying Americans needed to prepare for a “very, very painful two weeks”.


FINSUM: Those are big shocking numbers, and the grimness of Trump’s tone added even more gravity to the situation.

Published in Eq: Total Market
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