What Lies Ahead of Electric Vehicle (EV) ETFs?

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

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

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

4 ETF Areas to Play on Moderately Soft February Retail Sales

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 CARZ 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 CARZ last week (0226-0301)?

Weekly Report: what happened at CARZ 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.

Weekly Report: what happened at CARZ last week (0212-0216)?

KARS: Right EV ETF, Wrong Time