Sentences with phrase «cyclical growth in»

Not exact matches

Comments: «We continue to believe that prospects remain good for economic growth to reassert itself as challenges are persistently met by concerted efforts of country officials and central bankers around the world aided and abetted by secular trends larger than the cyclical hurdles in the immediate path.

Analysts at the bank, in a research note Tuesday, also said that growth was mostly due to cyclical reasons, but added that it has further room to run if Italian companies invest more.

Maury Obstfeld, economic counsellor and research department director at the IMF, told CNBC Monday that there was a broad cyclical upswing but many of the factors driving growth were temporary in nature.

Financial institutions in advanced economies face a number of cyclical and structural challenges and need to adapt to low growth and low interest rates, as well as to an evolving market and regulatory environment.

Interestingly, automotive industries do not show symptoms of the Dutch disease; their weakness stems from cyclical changes in demand and lagging productivity growth»

Because consumer spending growth remains in a cyclical downturn, we expect job growth to start flagging in the coming months.

There was a general feeling that the deficit was cyclical in nature and that a rebound in economic growth would solve the deficit problem.

In other words, when developed markets enjoy a cyclical bout of reflationary growth, they have historically had a bigger growth impact on China and EM economies than when developed market economies are weak.

We find that year - over-year growth in ECRI's Weekly Leading Index (WLI) remains in a cyclical downturn (top line in chart) and, as of early March, is near its worst reading since July 2009.

As a result, and because of the Bullwhip Effect, growth in developing economies is going to be jerked around more than people think, making for a good deal of cyclical economic contagion.

World growth will remain low on average but negative in the UK and Europe; price inflation will remain sufficiently subdued for a while longer so as to impose no constraint on monetary expansion; central banks will sustain a regime of negative real interest rates and rapid monetary expansion; the risk of a eurozone collapse is off the table for now; finally, stock markets should continue to perform better than expected, even though the four - year old cyclical bull market is long by historical standards.

I would like to say a little more about it today and will divide the subject into two aspects: the shorter - term cyclical fluctuations in household credit growth, and the fact that various debt ratios have trended upwards over time.

For investors, if the anticipated pickup in growth materializes as expected, this would be a good time to consider taking positions in cyclical stocks with the potential to produce healthy long - term total returns.

He would look for weakness in cyclical names, which are more sensitive to better economic growth.

However, while demographic shifts are fairly predictable, it is less clear how much of the decline in productivity growth reflects a structural change and how much is a cyclical response to the subdued recovery.

With buoyant financial markets and a long - awaited cyclical recovery in manufacturing and trade underway, world growth is projected to rise — especially for developing, or emerging market (EM), economies (FIGURE 3).

It is the central premise behind inflation targeting, and central bankers — essentially without exception — assert that they have the capacity to affect or even determine inflation in the long term, but that they do not have the capacity to affect the average level of output, much less its growth rate over time, even though they may have the capacity to affect the amplitude of cyclical fluctuations.

In contrast, dividend growth stocks, primarily from cyclical sectors like technology, tend to be higher quality and less expensive than those higher yielders.

We continue to favor cyclical sectors, like Consumer Discretionary, Financials, Industrials, and Health Care, as they are likely to benefit the most from policy reform and an increase in economic growth.

A more likely scenario, in our view, is one whereby the current cyclical upturn continues, along with the structural restraints that could keep global growth from accelerating too much further.

The IMF pointed to an improved outlook for Europe and Japan, based on a cyclical recovery in global manufacturing and trade that started in the second half of 2016, and it modestly raised its 2017 growth forecasts for both to 1.7 % and 1.2 %, respectively.

While cyclical factors are supporting job creation, the drop in participation and slow wage growth are a multi-decade phenomenon.

Rieder and Brownback discuss how cyclical turning points result in market friction, even with solid growth, presenting the Fed with two potential paths.

Moody's says house price growth in Australia does not appear to be fuelled by excessive credit growth, capital buffers at the LMI companies are sufficient to meet a serious cyclical recession and mortgage loss ratios are not only benign, they are likely to improve.

Enders reports that the advertising market, which is a growth area for the UK, will suffer as «a post-Brexit recession will cause a hyper - cyclical decline in the advertising revenues of broadcasters and publishers».

In this interactive course, educators will learn how to use a proven cyclical method to integrate student growth into the evaluation process.

Due to continued resilience in U.S. economic growth and anticipation that the Federal Reserve will likely raise interest rates this year, we're starting to see investor sentiment transitioning from defensive to cyclical stocks.

Aside from the risk of slowing economic growth in the U.S. and the G7 countries, there is a strong risk that global earnings may slow enough to spook equity investors, especially those who are overweighting highly cyclical industries.

Moreover, dividend stocks are often more stable, less - cyclical stocks which mean they hold up better than high - flying growth stocks in a bear market.

When the economy is expanding, earnings tend to grow across the market and in such an environment, investors historically could purchase value cyclical stocks at a much more attractive price than evergreen growth stocks.

Cyclical growth is real growth in this environment.

With buoyant financial markets and a long - awaited cyclical recovery in manufacturing and trade underway, world growth is projected to rise — especially for developing, or emerging market (EM), economies (FIGURE 3).

If you are a growth investor, your primary screen should provide you with a list of companies that are in the growth stage of their life cycle, not mature cyclical firms.

In contrast, dividend growth stocks, primarily from cyclical sectors like technology, tend to be higher quality and less expensive than those higher yielders.

Even a firm in a cyclical industry may have a period of secular growth as it expands its market share.

Our expectation is that gradually higher levels of inflation breakevens will result from firmer inflation data in the coming months, while a move higher in real rates will be virtuously tied to cyclical changes in real growth.

The lags from the economic cycle to inflation are quite long and consequently the recovery in growth over the past year is likely to continue to fuel the cyclical component of inflation in 2018.

On a more granular level, investors may want to focus on those segments of the market, notably cyclical companies that stand to benefit from an acceleration in nominal growth.

The low beta, or relative risk and performance to the market, will show that these stocks tend to either perform better - or at least not as poorly - as cyclical stocks in bad times and will usually not be most investors» focal points during the boom part of the business cycle when investors are busy chasing technology stocks and high - growth companies.

We define cyclical stocks as companies that may achieve an above - average long - term record of earnings growth; however, the achievement of this growth often occurs in fits and starts.

Home > Insights > Economic and Market Commentary > PIMCO Cyclical Outlook for Asia: Slower Growth in China and Japan Pressures the Region

They are looking for companies that they believe are «reasonably priced, and have strong fundamental business characteristics, sustainable earnings growth and the ability to outperform peers over a full market cycle and sustain the value of their securities in a market downturn, while [trying to] avoid investments in companies that it believes have low profit margins or unwarranted leverage, and companies that it believes are particularly cyclical, unpredictable or susceptible to rapid earnings declines.»

This needs to be addressed regardless (recently announced restructuring is obviously insufficient), but the substantial adjustment in pelt prices will restrict supply & stimulate demand — and longer - term, the fur industry continues to grow, and Saga still strikes me as a genuine cyclical growth stock.

So despite the price volatility, pelt volumes have continued to grow (with no signs of abatement in consumer demand)-- I remain convinced Saga's ultimately a cyclical growth stock, and in time we'll see a fresh peak in sales & turnover again (as in 2013 & 2006).

When a company has a consistent track record of raising its quarterly payouts even under circumstances in which its industry is facing challenges, investors can take confidence that the company knows how to navigate the cyclical nature of its business and still foster long - term growth.

On the other hand, as it relates to the dividend growth investor, they might take solace in the fact that in spite of their cyclical natures, most companies in the materials sector have consistent records of steady and growing dividends.

The recent gain in cyclical stocks relative to stable growth stocks has been particularly stark.

From an economic perspective, faster GDP growth historically benefits cyclical sectors, which include financials and energy, while the defensive sectors like utilities have historically underperformed in a faster growth environment due to rising interest rates.

Companies with less than $ 250 million in market capitalization in low growth or cyclical markets are the most vulnerable to a potential proxy battle, particularly those companies whose shares are trading near their 52 - week lows.

Unfortunately, over the next several years even if the steel markets shift into a cyclical recovery, we fear, and believe, that Commercial Metals will simply shift back from the current strategy where management is supposedly focused on unwinding its disastrous investments, to the previous «strategy», where management travels the world investing in losing «growth» projects from Croatia to Australia.