Sentences with phrase «late cycle»

Late cycle doesn't mean the good times are over.

Under «normal» circumstances, this pressure would be seen as a regular late cycle occurrence.

The International business sees similar late cycle trends in legal markets.

It is difficult to pin down what stocks will do in late cycles, according to Timmer.

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Because technology now represents a much larger percentage of emerging - market economies than commodities, broad emerging - market equity markets may not benefit as much as they have in the past if the US drifts into late cycle and global inflationary pressures rise.

We are seeing signs of very late cycle action all over the place, from the fact that classic canslim breakouts have not really worked for a couple of years now to the narrowness of the rally.

Petra provides exposure to the long - term favourable fundamentals of the diamond market, with late cycle credentials and growing middle classes

You know, decent growth, double - digit earnings growth, but no inflation, low interest rates, a Fed that's sort of not getting in the way of things, and I think we're now transitioning towards what we call late cycle.

As of January at the recent high the trailing P / E was at 21 times earnings, which really gets up there, and so I think for the next year or so as we approach and enter late cycle, that's really gonna be the big part of the conversation.

The long - lagging sector could be on the verge of late cycle gains as production accelerates off recent depressed levels.

Bringing it all together, while charts like the cash allocations picture and trailing PE valuations look late cycle, the pullback in sentiment presents a view which could be interpreted as a cleaning out of froth or a reset.

We still believe lithium, cobalt, and scandium - late cycle commodities - offer the most exciting prospects as the worlds of natural resources and technology converge going forward.

In the bigger picture, the economy seems to be inching ever closer toward late cycle, and the Federal Reserve has signaled an even tighter policy path than the markets were expecting.

As a result, many formerly effective risk hedges no longer work in an environment where valuations are decidedly late cycle.

This means that anytime we are out in public one twin needs to go potty, but the other is a half hour behind, so 30 minutes later the cycle repeats itself.

Unlike Bombardier, we think the ARD deal is a classic late cycle example of investors reaching for yield without considering the downside risk.

Related stories: Steering clients away from recency bias Late cycle: don't be a «deer in the headlights»

For his part, Rose mentioned that Invesco is starting to see an increase in value - add multifamily deals «with what we would call very late cycle underwriting» come across its desk.

Galerie Rüdiger Schöttle (Munich): «Frieze London was the perfect place to show Thomas Ruff's latest cycle of works «neg < > lapresmidi», referring to Nijinsky's ballet from 1912, for the very first time.

«This is typical of a late cycle expansion which is another reason why multiples will be lower as higher volatility typically demands a higher equity risk premium.

CNBC's Mike Santoli takes a look at the market's wild swings to see if stocks are riding a «late cycle» mindset.

So it's kind of a lower your expectations mindset, but it's still a market that I want to be involved with because, but it's just, it's not a time to bet big, you know, late cycle is a notoriously difficult part of the cycle to pin down, whereas midcycle is really the sweet spot.

So it's another hallmark of late cycle.

late cycle is a notoriously difficult part of the cycle to pin down, whereas midcycle is really the sweet spot.

They see an expensive stock market, strong economy but late cycle, and are extending horizons and asking, Where should I be investing if I am going to park my money for a long time?»

But what happens to stock prices during the late cycle is not a cookie - cutter certainty.

While we still believe the global expansion has room to run, we're also actively monitoring early signs of potential overheating in the late cycle environment.

Late cycles are notoriously difficult regimes to pin down, and it may likely come down to the juxtaposition of earnings growth relative to financial conditions, not to mention the prevailing level of P / Es.

Historically, periods of valuation compression have very much been part of the late - cycle playbook, and late cycle may well be where we are heading in the coming 6 to 12 months.

Fidelity's director of global asset allocation research, Lisa Emsbo - Mattingly, says that while economic data looks strong and earnings have been solid, she is watching some signs in the credit cycle that suggest the late cycle could be coming.

Conversely, when they go wrong, they go really wrong, as witnessed during this latest cycle.

The risk for gold producers and any late cycle development projects is they are «caught on the back foot»

2 Investment Strategy Report, «Late Cycle, Stocks Can Become More Expensive than Bonds», March 19, 2018.

For instance, Emsbo - Mattingly mentioned the performance of energy stocks as one example of a part of the stock market that has historically performed well in the late cycle.

Tighter policy increases the chances of moving into the late cycle — a period when investment performance has historically been the most mixed.

One area that has historically provided opportunity in the late cycle: investments linked to inflation, such as energy and Treasury Inflation Protected Securities (TIPS).

But remember that late cycle is a time to focus on capital preservation, not wringing every last penny out of the market.

Seventy percent of investors polled by Bank of America Merrill Lynch this month believe the global economy is in «late cycle» — the highest percent since January 2008.

The long run of strong investment performance has left valuations higher, and rising rates and an economy approaching the late cycle present headwinds.

For one, we are approaching the late cycle, with full employment and inflation and presumably tighter monetary policy (the Fed turned slightly more hawkish last week).

The attached graphic clearly demonstrates that this latest cycle peak in average new home size corresponds with the Fed's culmination of quantitative easing and intervention in the markets (the magical bubble - blowing machine).

If you can find something similar for your other property than why not reduce the headache, take profits on a high valuation asset, and increase liquidity in a late cycle?

Leftover embryos may be cryopreserved for a later cycle, donated to another couple, or thrown away.

In this latest cycle, we have shifted our focus from direct implementation in individual schools to a state - level expansion; this expansion will allow us to work in partnership with local organizations to provide district - and school - level technical assistance and support for start - up breakfast - in - the - classroom programs.