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The Market Thinks the BoJ is In Play September 22, 2023

By Steven Vannelli, CFA in Economy, Markets, News

The Bank of Japan met last night to cap off a week of central bank activity. From their policy statement: “The Bank decided, by a unanimous vote, to set the following guideline for market operations for the intermeeting period. The short-term policy interest rate: The…

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EnerSys is a leader in stored energy solutions. Based in Reading, Pennsylvania, this company makes batteries, chargers, and accessories for transportation, aerospace, and defense. The company was founded in 1991 through a merger of Exide and Yuasa Corp. and has since made several strategic acquisitions…

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Honeywell International Inc. is a global leader in diversified technology and manufacturing. As sectors like aerospace and construction undergo rapid changes, there’s a demand for solutions that boost efficiency while prioritizing safety. Honeywell delivers everything from advanced avionics systems for aircraft to energy-efficient building solutions….

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Spotlight ABB: Wired for the Future September 12, 2023

By Knowledge Leaders Team in Knowledge Leaders

ABB is a global leader in electrical engineering and automation. With the rapid pace of urbanization, there’s an increasing demand for efficient and sustainable power solutions, and ABB’s advancements in smart grids and renewable energy integration are pivotal in meeting the demands of this transition….

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A Consumer Credit Cycle Has Begun September 05, 2023

By Steven Vannelli, CFA in Economy, Markets

With government stimulus over, accumulated savings starting to become depleted, rents soaring, and student loans about to switch back on, it appears a credit cycle has begun where borrowers struggle to fulfill their financial commitments. In the charts below, we identify the overall delinquency rate…

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JOLTED: Job Openings Suggest Labor Pressures Abating August 29, 2023

By Steven Vannelli, CFA in Economy

Today the monthly Job Openings and Labor Turnover survey came out for the month of July. Expectations were for 9.5 million job openings, but the actual figure came in at 8.87 million, representing the biggest miss in recent history. This miss is further evidence that…

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Siemens AG is a global leader in electrification, automation, and digitalization. With headquarters in Munich, Germany, this multinational conglomerate has etched its mark on industries ranging from energy to healthcare. For Siemens, the problems of today are the opportunities of tomorrow. The company recognizes that the…

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