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).
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 the US economy already stands poised for
a cyclical recovery in investment, a successful corporate tax reform would go a long way in promoting the incentives for real investment over the long term.
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).
Not exact matches
These structural factors have counteracted the
cyclical boost
in entrepreneurship that usually comes from an economic
recovery.
Accelerating profits tend to benefit
cyclical sectors, and we may still be
in the early innings — given that the average US profit
recovery has lasted approximately 4 years.
A third reason for the weaker than expected
recovery likely lies
in the interplay between secular and
cyclical factors.
In the U.S. case, because the bust was concentrated in housing, the scope for a strong cyclical recovery was particularly constrained because the interest - rate sensitive sector that would typically lead such a rebound could not recover until the overhang of unsold homes and the impairment of housing finances was correcte
In the U.S. case, because the bust was concentrated
in housing, the scope for a strong cyclical recovery was particularly constrained because the interest - rate sensitive sector that would typically lead such a rebound could not recover until the overhang of unsold homes and the impairment of housing finances was correcte
in housing, the scope for a strong
cyclical recovery was particularly constrained because the interest - rate sensitive sector that would typically lead such a rebound could not recover until the overhang of unsold homes and the impairment of housing finances was corrected.
Though buyouts are rare
in the
cyclical industry, it could make sense for investors willing to bet on a Malaysian
recovery and on oil prices staying low.
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.
Two key
cyclical factors have affected business investment
in Canada since the Great Recession: sharp movements
in commodity prices and the subdued pace of the US
recovery.
The second
cyclical factor that has had a major impact on our exports and business investment is the protracted
recovery of the US economy — the slowest
in the postwar period.10 When oil and other commodity prices rose
in the years before the 2014 oil price shock, so did our dollar, making our non-commodity exports to the United States less competitive and reinforcing the ongoing shift from manufacturing to services.
It was a positive quarter for the company, driven by its automotive segment and
recovery in some of its more
cyclical segments (specifically welding, test and measurement, and electronics).
The eurozone's
cyclical recovery should continue,
in our view, with increasing confidence among consumers and businesses
in the region boosting spending, and a further lift from a healthy global economic environment.
When
cyclical economic
recovery finally does arrive
in 2010 or later, it will probably be sluggish and lenders will still likely be cautious, as discussed earlier.
Well, Slater is really talking here about to spot a bear market bottom, rather than a turning point
in the middle of a
cyclical recovery.
The slow and halting
recovery is partly the result of a number of
cyclical factors that are taking years to sort out, including deleveraging
in the private and public sectors.
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.
Contribution to ROE for Consumer
Cyclicals were damaged by bad results
in the Automobile industry and slumping demand as the economy went into a recession
in 2008, and had a rather weak
recovery in 2009 - 2010.
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.
The U.S. hotel industry has emerged from one of the worst downturns
in its history, and we believe the lodging sector is entering a strong
cyclical recovery as demand growth accelerates...
We consider real estate to be
in the early phase of a
cyclical recovery.
The backdrop to that pullback is that the real estate
recovery is now getting a bit «long
in the tooth» and is moving closer to a
cyclical downturn, Petrovski notes.
CCRC occupancy has been
in recovery in Grand Rapids since it established a
cyclical low of 83.8 %
in 4Q09.
CCRCs have not yet begun to participate
in the
recovery, with occupancy oscillating near its
cyclical low since the third quarter of 2010.