Sentences with phrase «demand tailwinds»

«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.»

Not exact matches

On the demand side, oil at $ 80 could hurt global oil demand growth, which was the tailwind last year to help OPEC significantly reduce the oversupply.

Rationale: Positive housing trends have already spurred lumber demand, and post-hurricane reconstruction could provide an additional tailwind to lumber stocks.

WCB chief executive David Lord said strong international dairy commodity pricing and demand and the declining Australian dollar were a tailwind for earnings.

It's no wonder, then, that home buying demand is so high right now — in addition to expected demographic tailwinds as the enormous millennial generation ages into its prime home buying years, buying conditions themselves are mostly very favorable.

If the recent price trajectory of Ethereum is any indication, Litecoin may catch a favorable tailwind as demand extends from bitcoin to the altcoin universe.

Now, healthy homebuyer demand is being driven largely by a stable economy and demographic tailwinds, which is exactly what we would expect in a healthy market.

Hospitality fundamentals remain healthy, buoyed by the robust labor market and expanding economy, but this cyclical tailwind remains the last pillar on which hospitality demand rests, as evidenced by the deceleration in revenues.

«Demographic tailwinds point to higher demand for single - family homes in the months ahead.

According to Tuomi, «demographic tailwinds remain at our feet,» as supply and demand fundamentals look favorable for the foreseeable future.

While this trend won't push the apartment demand needle much higher in any one quarter, it is a powerful tailwind for the sector that should not be ignored.

While certain tailwinds stand to accelerate growth (low interest rates, pent - up demand), several headwinds may get in the way (the presidential election, low inventory).

«That is a big tailwind for our industry and is going to generate a tremendous amount of demand over the next decade,» Kamfar said.