Sentences with phrase «n't cyclical»

It isn't cyclical.

Besides, that growing dividend isn't cyclical at all.

The government's answer seems to be that the unemployment problem is primarily structural not cyclical.

This human influence is happening very rapidly, is not cyclical, and pushes the climate continually and relentlessly in the single direction of warming.

Fashion is nothing if not cyclical and there's no shortage of trends in the space, whether seemingly everywhere or micro ones that come and go in the blink of an eye.

I am targetting stable companies that are not cyclical.

The problems with unemployment are structural, not cyclical.

Earnings growth should be examined over longer time periods that cover at least one economic cycle to make sure you are focusing on true secular growth companies, not cyclical firms during an economic upswing.

I'm sorry, but with an overindebted economy, we can have a structural, not cyclical recession, where the shape of the yield curve doesn't matter much because of all the debt.

This is a secular, not cyclical, trend and the undervaluation will continue.

Utilities are not cyclical, and due to the decades - long contract durations with the US military the services business is not cyclical either.

But the main thing is that we want this to be an upward trajectory growth business, not a cyclical business.

Likewise, AGHG is not cyclical — it's an event disruption that could very well overwhelm some basic natural cyclical patterns.

Alexander Biggs: but ENSO is not cyclical because it has no definite period, but Enso has to be top of the list of natural forces,

Contrary to the belief of Dennis Duffy, the fictional Beeper King of New York from 30 Rock, technology is not cyclical.

Christopher Leinberger: This move back to the cities and inner - ring suburbs is a structural, not a cyclical, shift, and it's as important as the shift in the 1950s to the suburbs.

Not exact matches

Rising inflation expectations over the last 20 years meant buy cyclicals, not defensives.

We are in no way predicting that a new down leg to the secular bear is about to get underway because that would require evidence of a new emerging cyclical bear and that is not yet on the table.

I'm old enough not to take a major recession lightly; on the other hand, I've seen them before, and I'm getting a feel for the market's cyclical upturns and downturns.

«A bear market in bonds calls for more than a global cyclical upswing, as not all forces that dragged yields down over the past decades have suddenly vanished,» argued Peter van der Welle, a strategist at Robeco.

«We don't have a bank failure, and on the housing side... we have a cyclical downturn but nothing that requires major government intervention.»

And while these more urgent challenges are largely cyclical in nature, the issue of social licence will not go away.

The car rental business came full circle: Suddenly, Enterprise's slew of downtown locations — used by people whose cars are in the shop or who don't own cars at all — offered a less cyclical, more profitable model.

The improvement in pension solvency is not simply a function of cyclical factors.

It will really come down to whether or not CBS's earnings collapse is merely cyclical, or the result of structural trend whereby traditional TV is dying.

«When the Fed was raising rates and bond yields were moving up, traditionally defensives don't do well, and more cyclical stocks tend to do better and financials do better,» he said.

A cyclical recovery will not resolve the problem of low profitability.

I don't know about cyclical economies.

Then... this is the best part... he made it clear that a 6.5 percent unemployment rate would not necessarily be the threshold for raising rates, then went on a long discussion of the conditions under which he would NOT raise rates, including if the unemployment rate dropped mostly due to cyclical declines in the labor force participation rate rather than gains in unemployment, as well as persistently low inflatinot necessarily be the threshold for raising rates, then went on a long discussion of the conditions under which he would NOT raise rates, including if the unemployment rate dropped mostly due to cyclical declines in the labor force participation rate rather than gains in unemployment, as well as persistently low inflatiNOT raise rates, including if the unemployment rate dropped mostly due to cyclical declines in the labor force participation rate rather than gains in unemployment, as well as persistently low inflation.

In short, the arguments about the difficulties of influencing activity should make central bankers cautious and modest about their role as cyclical stabilisers, but do not excuse them from taking the cycle into account in setting policy, and doing what they can to lop peaks and fill troughs.

Cyclical industries did not fare as well as growth industries.

To be clear, I do not believe that infrastructure investment can be turned on and off in response to cyclical fluctuations without big efficiency losses.

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

For those of us with a value tilt in our portfolios, explain why this is a cyclical phenomenon and not the death of value investing.

I spent some time saying why Australia is not subject to the old - fashioned form of cyclical over-expansion, as is characterised by America.

And investors needn't make an either - or choice between defensive and cyclical sectors — in fact, professional active fund managers have been favoring a mix of both in recent months.

The current situation is not your typical cyclical slowdown.

The benchmark index SPX, -0.23 % has posted a record close 151 times so far during the latest cyclical bull market, which is about half of the number of all - time highs during the 1990 - 2000 cycle, according to Stovall, who said the high number of all - time highs is not an indication of future disappointments.

Because our Margin - Adjusted CAPE already adjusts for cyclical variations in the embedded profit margin, it does not suffer from similar «dropoff» artifacts when extremely elevated or depressed earnings fall out of the 10 - year average.

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 corrected.

Though we aren't huge fans of the EDV business, we suspect Polypore will retain its market position and benefit from the continued cyclical improvement in auto sales.

Again, the question of a year - end rally is speculative, but allowing for the possibility, if cyclical stocks don't spark a rally, which other groups might?

Should we be taking profits when we are up a bit and either holding onto the dry gunpowder with the hopes of a drop (Something I personally do not plan on doing as nobody knows where the market will go) or should we cycle through our gains into cyclical industries that may be struggling at the moment?

Manufacturers of industrial equipment, hardware, and tools not only operate in a highly cyclical and competitive environment, but also have to evolve to meet the ever - changing demands of the various industries they serve.

And that is not where investors» difficulties in cyclicals ended.

EQUITY FACTORS — IF IT AI N'T BROKE, DO N'T FIX IT: Size (long small cap over short large cap) and Value (long value, short growth) continue to crush it, while momentum / quality / anti-beta hammered as per the «cyclical reflation» regime.

This chart was produced in NFTRH 3 weeks ago to illustrate the extent of participation in this echo bubble (again, the bubble is in policy, not so much stock prices this time), which is a cyclical version of the secular thing that blew out in 2000.

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.

To me, the most salient point from the OECD report is that the world's unemployment one is a cyclical one, not a structural one.

«Commodities do tend to be a later - stage cyclical asset, so it's not abnormal for commodities to lag a rally in equities.»