Enphase Energy is revolutionizing the solar industry, one micro-inverter at a time. This Knowledge Leader stands as a beacon in the renewable energy sector, with its mission centered around harnessing the power of the sun to create a sustainable future. Established in Fremont, California, this...
With the European Market's earning season fully upon us, let's look at expectations for the month ahead. According to our proprietary analytics, the European energy and real estate sectors have experienced the highest level of downward revision to sales of all sectors on both a...
On Monday, Germany’s GDP print for the final quarter of 2022 came out below expectations of 0.0% by -0.2%. This negative (rather than stagnant) figure makes the -0.5% print forecast for Q1 2023 a more foreboding prediction for Germany’s economy. France’s expected GDP for Q4 was...
Subsea 7 works under the water, at all depths, providing engineering, construction, specialty technologies and maintenance for the offshore energy industry from traditional oil rigs to renewable energy. As owner and operator of one of the most advanced fleets of ships and remote-operated underwater vehicles...
The Federal Reserve is in the midst of an historic tightening cycle, and it has begun to impact the economy. The latest casualty is the decline in oil prices, which opens up a new set of possibilities in asset allocation. In this special report, we look at the...
Recently, fears of a slowdown in global growth brought on by a trade war have led to turbulence in cyclical assets. The US Dollar has risen while commodities and emerging markets have struggled. The Chinese Yuan has depreciated significantly, recalling fears of the 2014-2016 industrial...
On an equal-weighted basis, the energy sector has still been the best performing sector in February. It is nearly 7% higher this month, however, it has been the worst performing sector so far this week (-1.5%)....
Across all regions of the developed world, the banking and energy industry groups have been the worst performers. The MSCI World banking industry is within .5% of making a new 5-year low compared to the MSCI All Country World Index....
The energy sector has been the hardest hit sector over the past month as well as over the past year. On an equal-weighted basis, the energy sector is down 14.7% over the past month and down 9.7% over the past year....
Energy stocks have dominated the market so far during the 2nd Quarter (and to an extent so far this year)....
