Sentences with phrase «as tailwinds»

Monetary conditions and less stretched valuations are acting as tailwinds for international stock markets, even after accounting for European politics.

BAML also cites corporate earnings growth as a tailwind to stock prices, though it notes that global purchasing manager data is «rolling over,» signaling a slowdown to come.

One thing we often hear is that if interest rates are going up, it's likely a sign of economic strength, and therefore we should have credit spread compression as a tailwind to our bond portfolio.

So, while the case for adding exposure to European stocks remains strong, especially with a weakening euro serving as a tailwind for the European economy and European firms, investors seeking to capitalize on this opportunity must contend with fluctuating exchange rates.

I looked at it as a turnaround, with global growth as a tailwind that would eventually drive the stock up.

We want every advantage we can get by having the highest risk premium on our side to serve as a tailwind for future performance.

It is very hard in my mind to be bearish in any way shape or form when both the NASDAQ and Russell are are acquiring major upside technical targets while the DJIA and S&P 500 sitting at all time highs with bullish technicals still as a tailwind.

But since many of these cryptocurrencies piggyback on Bitcoin's blockchain, their ascent acts as a tailwind for BTC prices.

Unemployment continues to decline and acts as a tailwind for occupancy gains across the real estate market.

Not exact matches

«As a tax cut gets closer to passage (and assuming it is passed), the potential tailwind to earnings and nominal growth is likely to drive incremental fund flows into US equities,» Parker said.

«Yet we're in a completely different environment and they described it as such as employment's strong and a lot of tailwinds.

In 1979, the Exeter facility scored a major technological breakthrough when it brought out the Tailwind, a running shoe that featured encapsulated air channels as part of the cushioning in the sole.

The GOP nominee is also thought to be favorable to companies that take advantage of foreign tax havens to stash their cash, such as Microsoft (msft) and Apple (aapl), while some investors think Clinton could be a tailwind to Netflix (nflx) because of her support of net neutrality rules.

«We think now is the time to reduce exposure to NAND [flash memory] and Asian semiconductor names as the industry has benefitted from sizeable demand tailwinds and unprecedented pricing power, which we see reversing soon,» analyst Shawn Kim wrote in a note to clients Sunday entitled «Time For a Pause.»

And not just as a counterweight to more volatile equities — the steady decline in interest rates since the 1980s caused bond prices to rise, giving their holders» RRSPs a nice tailwind.

There are some tailwinds out there for European banks, such as European consumer which is benefiting from improved economic growth.

According to his math, the S&P 500 index «will give back recent gains as investors embrace the reality that tax reform is likely to provide a smaller, later tailwind to corporate earnings than originally expected.»

The USPS paid around $ 32.3 million to Armstrong's cycling team, the now - defunct Tailwind Sports Corp, from 2000 to 2004, looking to capitalize on Armstrong's Tour de France victories in 1999 and 1998, as well as his «compelling personal story,» Cooper said in his ruling.

«The extent and speed of the rally in gold prices is somewhat surprising as there are few pressing reasons to be bullish, indeed there are more headwinds than tailwinds,» ScotiaMocatta said in a monthly note, citing rising U.S. equity markets as well as higher U.S. interest rates.

The uptrend in US interest rates, wide swings in global currency markets and greater price dispersion across individual securities and asset classes could serve as powerful tailwinds for hedge - fund strategy managers looking to capture alpha.

And in a world in which U.S. interest rates are rising, the dollar is probably climbing as well, a tailwind for European and Japanese exporters.

Likewise, the disinflationary tailwind of lower oil and gas prices should provide a much greater disposable income boost to lower income households than higher income groups, as the former generally spend a larger share of income on energy.

Such a backdrop could provide a considerable tailwind for companies in the industrials sector, as well as some areas of the materials, information technology and energy sectors.

As shown in the chart below, signs of economic stabilization in China combined with recovering commodity prices and a weaker U.S. dollar created short - term tailwinds for EM assets.

Last quarter, high corporate cash levels, low interest rates, and merger deal spreads remaining at healthy levels served as a good tailwind to merger arbitrage.

As a SMO, I feel like we finally have a tailwind behind our backs with less red tape.

The analyst, which initiated coverage of the stock with a buy rating and $ 32 price target, cited several reasons for his optimism:» (1) increasing brand awareness with further market penetration, (2) a shift toward online ordering, and (3) a (profit) tailwind as new unit volumes mature.»

Given that many U.S. investors are underweight EMs in their equity portfolios, a renewed interest in this part of the world could be a potential tailwind for the EM asset class (source: Bloomberg, as of 1/22/15).

The company told investors on its Q1 conference call, however, that it doesn't anticipate any generic Zytiga launches this year, and as a result it expects Zytiga's revenue tailwinds to continue supporting its full - year revenue outlook for between $ 79.5 billion to $ 80.3 billion, which would be up 4 % to 5 % from 2017 on an ex-currency basis.

Often enough, he catches a tailwind or leans on the throttle and you arrive as planned without breaking a sweat.

We continue to believe that Google enjoys a very strong tailwind as advertising continues to move online.

These macro trends, or tailwinds as Lauren also refers to them, are transforming the buyer experience at an accelerated rate.

In the years preceding 2017, capital inflows from China acted as a steady tailwind to the high - end and mid-range housing markets.

As economic tailwinds from the last thirty years turn into headwinds, achieving traditionally simple investment objectives is an increasingly complex and risky undertaking.

As the economy improves, easy money gets harder to come by; tailwinds turn to headwinds; good guys turn bad.

If the consumer economy is as strong as the authorities expect, I'd guess this would be a very positive macroeconomic tailwind for both Alibaba and JD.

We will be writing more shortly about the macro forces serving as both headwinds and tailwinds amidst this convergence.

While the value resurgence represents a potentially strong tailwind for non-US equities, there are a number of fundamental pillars of support for the non-US investment case as well.

In addition to these revenue tailwinds, Whirlpool's profitability is also improving as a result of considerable cost cutting and a shift in their sales mix toward more attractive categories.

Moreover, U.S. growth tailwinds in coming quarters are powerful, as a result of massive deficit - financed fiscal stimulus now flowing into a closed output gap for the first time in near 50 years.

Outlook: Analysts say the business is well - positioned to take advantage of long - term tailwinds for the wealth sector, such as an ageing population looking for retirement income solutions and mandated superannuation.

The falling Australian dollar and an improved outlook for fertiliser are strong tailwinds for Incitec Pivot as the company moves into the latter stages of construction on its $ US850 million ammonia plant in Louisiana.

While the Cook Political Report ranks New York's 21st Congressional District as «solid Republican,» Stefanik faces the tailwinds of a deeply unpopular and polarizing president.

As Gloria Pazmino and Jimmy explain in an article out this morning, the New York City Public Advocate has powerful tailwinds.

He may have just blended the right amount of things we do know and should do in adult education - coupled with the right timing of technology and caught a strong social media tailwind, regardless of how he got here there are things he offers that as life - long learners we should take time to explore with the same curiosity he provides, not defensiveness.

Moreover, U.S. growth tailwinds in coming quarters are powerful, as a result of massive deficit - financed fiscal stimulus now flowing into a closed output gap for the first time in near 50 years.

Given that many U.S. investors are underweight EMs in their equity portfolios, a renewed interest in this part of the world could be a potential tailwind for the EM asset class (source: Bloomberg, as of 1/22/15).

That said, a larger - than - expected QE program should be a tailwind for European cyclical companies as it would expand multiples, in much the same way that U.S. QE has driven valuations higher.

But as great as things look for 2018 for these businesses, every single investment should be thought of as a long - term play on basic trends that have long runways and strong tailwinds.

As a leading data center operator in the world, Digital Realty is well positioned to ride this tailwind.