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Inflation, Growth, China and Financial Markets May 19, 2022

By Steven Vannelli, CFA in Economy, Markets

All year inflation has been the narrative driving markets. Since December 2021, once the Bloomberg Commodity Index (BCOM) took off, rates have risen in tandem. But, interestingly enough the BCOM has been flat since peaking on March 8, 2022. Every day we seem to be…

Spotlight Kforce: Creating the Workplace of the Future May 19, 2022

By Knowledge Leaders Team in Knowledge Leaders

Kforce is a professional staffing and technology firm headquartered in Tampa, Florida. Each year this Knowledge Leader provides more than 30,000 opportunities to professionals who work for 3,000 clients, including a significant majority of the Fortune 500. Founded in 1962, this firm’s intellectual property is…

Spotlight Dover Corporation: Engineering Digital Industrial Production May 18, 2022

By Knowledge Leaders Team in Knowledge Leaders

Dover Corporation is a diversified holding company serving more than 200 product categories in the industrial, energy and manufacturing industries. The company was founded in 1955 when a New York stockbroker brought together four companies in the pump and elevator business. This Knowledge Leader was…

Spotlight Simply Good Foods: Tastemaking for a “Snackier” Consumer May 13, 2022

By Knowledge Leaders Team in Knowledge Leaders

Simply Good Foods makes protein bars, nutrition shakes and snacks sold under two brands popular with people following low-carb and low-sugar lifestyles—Atkins and Quest. Based in Denver, Colorado, this Knowledge Leader has bold ambitions, aiming to drive nutritious snacking trends by continually offering new convenient…

Crash Watch May 12, 2022

By Steven Vannelli, CFA in Markets

The template of 1929 and 1987 is coming into focus in recent trading days. Let’s start with the 1929 crash. The Dow Jones Industrial Average began the week of October 5 with a slight gain, and then the rest of the week (October 6-9) were…

The Chinese Devaluation Continues May 11, 2022

By Steven Vannelli, CFA in Economy, Markets

Just today, as US inflation came in a touch hotter than expected, the Chinese Yuan is pulling lower, testing the lows of May 9, 2022. The five-day rate of change is fairly extreme by anything we’ve seen over the last few years. The last time…

Spotlight Tractor Supply: A Passion for Rural Life “Out Here” May 06, 2022

By Knowledge Leaders Team in Knowledge Leaders

Tractor Supply Company is the largest rural lifestyle retailer in the US, offering a range of products for home, land, pets, and animals—everything except tractors. With more than 2,000 Tractor Supply stores in 49 states and digital and mobile apps for anytime, anywhere access, the…

Thoughts on Fed Meeting and Rest of Year May 04, 2022

By Steven Vannelli, CFA in Economy, Markets, News

Today the Federal Open Market Committee raised the fed funds rate (upper bound) to 1% from 50bps. The most surprising element of the press conference was the Chairman dismissing that the committee is not “actively” considering a 75bps hike right now. This sent algos into…

Spotlight Sensient Technologies: The Flavor, Texture and Color of Comfort Food April 28, 2022

By Knowledge Leaders Team in Knowledge Leaders

Sensient is a leading global maker of colors, flavors and specialty ingredients for the cosmetic, food, and pharmaceutical industries. Inspired by nature, its products are designed to enhance sensory experience through Sensient’s proprietary technologies. Based in Milwaukee, Wisconsin, the firm’s R&D teams help many of…

Macron Won, So Why Didn’t the Euro? April 25, 2022

By Brian Clark in Markets, News

With France’s polls closing yesterday Emmanuel Macron will now serve a second consecutive term as the president of France, the first to do so since Jacques Chirac in 2002. Heading into the vote, Macron had an 80-90% chance of victory according to analysts, representing a…

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