What Lies Ahead of Electric Vehicle (EV) ETFs?

Weekly Report: what happened at IDRV last week (0408-0412)?

Finding Signal In Noisy Auto Data

Electric vehicle sales growth decelerated in 2022 and 2023. Decelerating growth does not suggest that new products, including EVs, are losing mass market appeal. The sales of gas-powered vehicles peaked in 2017, displaced by fully electric vehicles. Market share is sending signals that belie the media headlines, says ARK Investment Management.

EPA Slows The Accelerator On Auto Emissions Caps

Weekly Report: what happened at IDRV last week (0401-0405)?

Tesla's Troubles Signal A Speed Bump For Investors In The EV Story

Tesla's Troubles Signal A Speed Bump For Investors In The EV Story. Tesla's disappointing news on vehicle deliveries jeopardized its status in the Magnificent Seven stocks. Tesla has been at the vanguard of electric vehicle production for 15 years. Competition for electric vehicles is mounting, but demand persists. Eaton is poised to play an instrumental role in expanding the charging infrastructure.

Q1 2024 Macroeconomic Review: Tenacious Inflation's Lingering Impacts

Home Market Outlook Economy Analysis Q1 2024 Macroeconomic Review: Tenacious Inflation's Lingering Impacts. The first quarter of 2024 revealed a more-persistent-than-hoped picture of inflation. Consumer spending, the prime driver of the economy, showed signs of strain. The skepticism directed towards electric vehicles and renewable energy in Q1.

Weekly Report: what happened at IDRV last week (0325-0329)?

Why Industrial Stocks May Be Ready For Their Close-Up

Benjamin Gossack, Managing Director and Portfolio Manager with TD Asset Management, says industrials are the real drivers in the bull market cycle. He says the top 10 stocks in the S&P 500 are outperforming while the bottom 60 are underperforming. Why industrial stocks may be ready for their close-up.

What Are Markets Pricing In?

Major stock market indices in the S&P 500 and Nasdaq are pricing in a significant rebound in growth throughout 2024. The areas of the market which are most forward-looking are looking increasingly priced to perfection. The more pro-cyclical and growth-sensitive sectors are yet to price in any material rebound.

What Shifting Expectations About The Fed's Next Move Could Mean For Markets

Home Investing Strategy Portfolio Strategy What Shifting Expectations About The Fed's Next Move Could Mean For Markets. Anna Castro, Managing Director and Head of Retail Asset Allocation at TD Asset Management says what's important isn't the timing of a rate cut, but whether you remain invested. Inflation, interest rates and the markets.

Weekly Report: what happened at IDRV last week (0318-0322)?

Weekly Report: what happened at IDRV last week (0311-0315)?

Pain or Gain Ahead of Electric Vehicle ETFs?

Low-Carbon Transition Themes In 2024

Home Investing Strategy Portfolio Strategy Low-Carbon Transition Themes In 2024. We monitor battery prices, elections and market attention on climate resilience for their impact on transition-related investment opportunities and risks. The transition to a low-carbon economy is a mega force that is shaping investment returns.

Weekly Report: what happened at IDRV last week (0304-0308)?

Emerging Market Insights - Semiconductor Sector Soars

Franklin Templeton: The semiconductor sector posted a 10% gain in February. The electric vehicle sector has been under pressure in recent months despite rapid growth in 2023. Semiconductors in focus reflect renewed optimism surrounding artificial intelligence chips and their applications. We are constructive on a broad-based recovery in semiconductor demand in 2024.

Weekly Report: what happened at IDRV last week (0226-0301)?

Weekly Report: what happened at IDRV last week (0219-0223)?

Global Car Market To Hit The Speed Bumps In 2024

Global car sales growth to moderate this year after a strong 2023. US, China, and Europe are expected to maintain a mild positive trend. In 2024, we expect global car sales to grow at a slower rate of +2.6% in 2024. The three key regions, the U.S., China and Europe, recorded strong growth in 2023, driven by pent-up demand. Automakers' margins to soften this year and the electrification process may slow.