"You could have cyclical bear markets, economic expansions [and] contractions in cyclical bull markets."
|
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Some of the things that folks believe will be cyclical may be less cyclical.
|
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Will it stay in a cyclical downturn, or enter a cyclical upturn, in the foreseeable future?
|
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Dimensioning for Cyclical Downturns: ST's segment-focused approach and improvements in operating margins will improve the company's ability to manage cyclical downturns.
|
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Leahy said he expected growth in deliveries to pause at some point but not to turn into a cyclical decline, adding that while orders remained cyclical, Airbus had managed to smooth cyclical swings in deliveries and expected Boeing would do the same.
|
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Though clearly cyclical, the company trades at a significant discount to cyclical peers; we believe that exposure to tough end-markets doesn't explain the valuation disconnect.
|
|
Saint-Georges emphasized that distinguishing structural from cyclical inflation is key in determining the likely trajectory for bonds, adding that what the U.S. is experiencing is cyclical.
|
|
Since March 1980, when the U.S. inflation rate reached a high of 14.6%, each cyclical inflation peak and each cyclical trough has been lower than the last.
|
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The oil market is strongly cyclical, and although no two cycles are the same, they often show similar characteristics ("Cyclical behavior of oil prices", Reuters, June 4, 2018).
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The oil market is strongly cyclical, and although no two cycles are the same, they often show similar characteristics ("Cyclical behaviour of oil prices", Reuters, June 4, 2018).
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"Should any evidence of economic revival emerge, the combination of cyclical scarcity and widespread underownership of cyclicality could produce a period of significant leadership by cyclical stocks," Paulsen said.
|
|
"I think (investors) are looking for a cyclical rebound and the transports represent that cyclical bounce on that recognition the economy is not as weak as initially thought," Pavlik said.
|
|
This cyclical sequence describes the oil market's development in 2018 almost perfectly, confirming this is a fairly typical cyclical recovery (notwithstanding the novelty of OPEC+ and U.S. sanctions on Iran).
|
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Drilling costs have increased by more than 212 percent since hitting a cyclical low in November 22011, though they are still 22014 percent below the cyclical peak set in March 20193.
|
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"The presumption is within what has been the best sector - technology, there are both defensive an cyclical components, semis being the most cyclical and software being the most defensive," he said.
|
|
It is altogether possible that we can have a cyclical downturn in the U.S. economy by early 2019, and a cyclical bear market in stocks this year, anticipating such a development.
|
|
In addition, Time Warner's lower exposure to cyclical advertising revenues relative to its peer group, and lack of exposure to the hyper-cyclical local advertising markets, provides incremental support to the ratings.
|
|
I heard somebody in the advertising industry talk recently about all this is cyclical not structural, and I just winced because whenever there's a cyclical problem there's something structural lurking in the shadows.
|
|
"That's politics for you, it's very cyclical," Mr. Wineburg said.
|
|
The positive reactions have been skewed toward more cyclical companies.
|
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" Syv de Blare: "To me, courage is something that's cyclical.
|
|
Airlines, he said, are difficult investments since they are cyclical.
|
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HSBC's woes can be blamed in part on cyclical factors.
|
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The same pattern holds when growth sees a cyclical upturn.
|
|
"It's a normal cyclical change that always comes," he explained.
|
|
The disease is cyclical and outbreaks happen every few years.
|
|
The cyclical component of inflation, meanwhile, has not much changed.
|
|
There are those who say this is a cyclical thing.
|
|
That said, the cyclical peak in growth may be past.
|
|
Fashion is cyclical – old styles are constantly becoming new again.
|
|
Technology, another cyclical play, was up 8 percent in March.
|
|
There's also a cyclical reason for gold's first quarter gains.
|
|
A woman's fertility is cyclical; the target, a single ovulation.
|
|
The fiscal surplus reflects both structural consolidation and cyclical trends.
|
|
"We think it will be cyclical in nature," he wrote.
|
|
The Dow's most cyclical stocks were among the biggest gainers.
|
|
But base stealing has tended to be cyclical throughout history.
|
|
History is cyclical, and revolutions, even messy ones, take decades.
|
|
The underemployment rate held steady, but at a cyclical low.
|
|
He also likes cyclical value areas, particularly financials and energy.
|
|
"I sense a cyclical conversation about to happen," he replies.
|
|
To explain these cyclical moves, the strategist turns to supply.
|
|
What could cause a cyclical rain of death from above?
|
|
I like how you said "latest," because it's cyclical, right?
|
|
Everything came together with "Daylight" and it was so cyclical.
|
|
Cyclical companies are also drawing caution from increasingly selective investors.
|
|
The specialty chemical stocks they are kind of counter cyclical.
|
|
"Profits also tend to be more cyclical with the economy."
|
|
It's intense and rigorous, but it's also predictable and cyclical.
|
|
"The government says that forest fires are cyclical," Solon said.
|
|
"But the reality is, the market is cyclical," he said.
|
|
"We're in a very, very cyclical business," the CEO said.
|
|
"These trends tend to be a cyclical pattern," he says.
|
|
Organizers of such 'cyclical' rallies would have priority in choosing the place and time over other planned gatherings and local authorities would be obliged to ban any non-'cyclical' protests in case of an overlap.
|
|
What's happening now is that the cyclical is colliding with the structural, which is to say, the cyclical downturn caused by the novel coronavirus seems to have moved forward the structural peak in fossil fuels.
|
|
Europe's cyclical failings are entwined with a host of other flaws.
|
|
"Rosé was cyclical: 'It's summertime, let's have a rosé,'" Zraly said.
|
|
He picks energy, materials and industrials as his favorite cyclical groups.
|
|
Cyclical and growth sectors are not entirely out of the mix.
|
|
This is a structural, not cyclical, change to China's steel footprint.
|
|
The RV business is one of the economy's most strongly cyclical.
|
|
Good news: It probably will just be a cyclical bear. 17.
|
|
Frankly this is a really tedious debate, since it's indefatigably cyclical.
|
|
"It's a cyclical business, and it will come back," Downey said.
|
|
When the market performs well, cyclical sectors typically lead the way.
|
|
Trade troubles and other problems could add to the cyclical pain.
|
|
Music, as we're reminded on a relatively recurrent basis, is cyclical.
|
|
"We are investing counter-cyclical to find more oil," Balhuizen said.
|
|
Yet despite apparent stability, housing faces threats, both cyclical and extraordinary.
|
|
I think investors are comfortable taking on a more cyclical slant.
|
|
The issues are elliptical and cyclical in our narrative and experience.
|
|
Cyclical stocks such as technology and electronic components makers were sold.
|
|
Cyclical shares led the losses, with electric machinery shares falling 1.8%.
|
|
Credit Suisse noted that the cyclical recovery is boosting European corporates.
|
|
Cyclical stocks like autos and banks already reflect a grim outlook.
|
|
Providing care for individuals suffering from mental illnesses cannot be cyclical.
|
|
"His cyclical urges can't be suppressed for long," the author writes.
|
|
EINHORN: I THINK THE ACTIVE PASSIVE INVESTING IS A CYCLICAL PHENOMENON.
|
|
People worry that there's a cyclical top coming up for earnings.
|
|
Suttmeier said the seasonality matches the cyclical data in this case.
|
|
Value in scarcityPaulsen said that view gave cyclical stocks scarcity value.
|
|
Sentiment indicators suggest that the cyclical recovery may be gaining momentum.
|
|
But the fact of the matter is, beauty trends are cyclical.
|
|
Global cyclical assets have not yet responded, but that can't last.
|
|
This cyclical strength would have argued for a weaker German surplus.
|
|
This is a very predictable, cyclical event that happens every winter.
|
|
The tech industry's maturity may be a sign of cyclical renewal.
|
|
But historical memory is as short as history itself is cyclical.
|
|
Demand is cyclical, and a booming economy has inflated chip sales.
|
|
What is starting to outperform is actually more the cyclical stocks.
|
|
It's cyclical, but it often doubles back on its journey forward.
|
|
The wheel signifies both progress and the cyclical nature of life.
|
|
Mining, a highly cyclical industry, is still recovering from costly diversions.
|
|
Product diversification helps mitigate cyclical cash flow from the construction business.
|
|
This book focuses on the cyclical nature of investing and markets.
|
|
They are overweight a couple of cyclical sectors—technology and discretionary.
|
|
The NBA is forever two things: cyclical and difficult to accurately forecast.
|
|
"Take away cyclical factors and quality growth should shine through." he said.
|
|
Cluster headaches are rare and painful, occurring in clusters or cyclical patterns.
|
|
"IT Services [has] strong recurring revenue streams, not very cyclical," Donabedian said.
|
|
Finally, one can ask whether the lingering deficiencies are structural or cyclical.
|
|
Everything is both newsworthy and commonplace because it's constant, cyclical, and free.
|
|
Economies are running out of cyclical slack and inflationary pressures are rising.
|
|
A cyclical upturn, which has already begun, will help him (see article).
|
|
Cyclical shares, which had been bruised by concerns over a Sino-U.
|
|
And there are always tough times in a cyclical business like finance.
|
|
Cyclical sectors, which generally suffer when economic growth slows, came under pressure.
|
|
"The composition is chaotic but interrelated, non-linear but cyclical," notes Walker.
|
|
"There are some very good opportunities in these (cyclical) sectors," Larson said.
|
|
Going forward, Wald suggested that investors look specifically to cyclical growth stocks.
|
|
Fiscal policy should be counter-cyclical, fiscal policy should be growth friendly.
|
|
Credit losses - and therefore financial performance - are likely to remain highly cyclical.
|
|
Contraband drugs in prison can contribute to the cyclical nature of addiction.
|
|
But what they don't get is that its specific manifestations are cyclical.
|
|
The drums might be fast, but the riffs are steady and cyclical.
|
|
European shares closed modestly higher, led by a rise in cyclical stocks.
|
|
We're not getting dumber, but some of the cyclical factors will unwind.
|
|
But Taiwan's third-quarter GDP boost appears to be cyclical, analysts said.
|
|
In general, safe assets have been sold in favour of cyclical ones.
|
|
Nowadays, it seems clear that rock history is not linear but cyclical.
|
|
Have you noticed a kind of cyclical ebb and flow of freedoms?
|
|
While financial markets, economies and investor psychology are cyclical, innovation is not.
|
|
The markets have started the month with a powerful, largely cyclical, rally.
|
|
AS I SAID TO ANDREW, THERE WILL ALWAYS BE SOME CYCLICAL ISSUES.
|
|
A skeptic might say it is all just cyclical, soon to reverse.
|
|
"There's a shortage of good cyclical stocks," the "Mad Money" host said.
|
|
"There's a shortage of good cyclical stocks," the "Mad Money " host said.
|
|
It buys PERA some time, at least until the next cyclical recession.
|
|
Economic cyclical shares led the decline, with securities brokerages falling 1.4 percent.
|
|
Let's look at the chances of a structural and cyclical bear market.
|
|
Separately, manufacturing is actually in a better cyclical position than most realize.
|
|
This naturally occurring, cyclical climate pattern is called the Atlantic multidecadal oscillation.
|
|
Projection mapping their sex lives points to that cyclical nature of existing.
|
|
Cyclical loading from years of passing traffic then causes cracks to develop.
|
|
But Hyder, who died in 2007, transforms this singularity into cyclical phenomena.
|
|
"There's something cyclical going on, isn't there?" said Mr. Edwards, the curator.
|
|
It's layered and cyclical, with past, present and future snarled up together.
|
|
I think its more a correction variety than a cyclical pull back.
|
|
But this cyclical effect is a small part of the total variation.
|
|
On Wednesday, cyclical stocks fell in sympathy with investors' risk-averse mood.
|
|
The energy sector is especially cyclical, a challenge for the Appalachian region.
|
|
All of the companies benefit from keeping you trapped in cyclical poverty.
|
|
"Absent a reacceleration in cyclical data, stock upside appears limited," he said.
|
|
It's the only major cyclical part of the economy that's cooled off.
|
|
"The auto industry is ruthlessly cyclical," Moody's Clark said in an interview.
|
|
I consider cyclical inflation developments, particularly accelerating wages, to be more prominent.
|
|
In contrast, cyclical sectors including resources and energy underperformed the broader market.
|
|
Fashion is always cyclical — even if sometimes it requires a little push.
|
|
We were trying hard to just tell history, because history is cyclical.
|
|
"He (Abramovich) is getting rid of cyclical assets at maximum prices that could suffer most from a cyclical downturn," said Kirill Tremasov, head of research at Loko-Invest and former director of the Russian Economy Ministry's forecasting department.
|
|
Bishop was a portfolio manager at Kingdon Capital from 1995 to 1998, where he specialized in cyclical stocks and commodities, and from 1992 to 1995, he was managing director of Tiger Management, also specializing in cyclical stocks and commodities.
|
|
And the sector is cyclical, seasonal and volatile, as WW's own shares show.
|
|
The BoE had already reduced the counter cyclical capital buffer for UK banks.
|
|
More globally exposed, cyclical industries like technology and industrials are proving most vulnerable.
|
|
S. trade stand-off was at an end, knocking appetite for cyclical assets.
|
|
Livestock herders like Adam Farrah are accustomed to lean times and cyclical drought.
|
|
I like the stock, it's anti-cyclical, and I say buy, buy, buy!
|
|
My particular illnesses—manic depression and anxiety—have a cyclical nature about them.
|
|
He said European banks were supported by a continued rotation into cyclical stocks.
|
|
That indicates managers are moving out of cyclical stocks and into growth ones.
|
|
The themes that are now "in," include cyclical recovery, inflation and fiscal stimulus.
|
|
BASS: -- their current account negativity is structural, it's not cyclical, in my opinion.
|
|
Software's going to be less cyclical, and one of our favorites is Salesforce.
|
|
But there's a cyclical nature to chefs jumping into the fast-casual scrum.
|
|
TI has diversified beyond the slowing cellphone segment into cyclical businesses, he said.
|
|
This favourable backlog profile provides substantial financial flexibility during a deep cyclical downturn.
|
|
Counter-cyclical fiscal policy makes the job of central bankers easier as well.
|
|
It's a race, says Jonas, between management's execution and a cyclical downturn ahead.
|
|
Yardeni particularly likes cyclical groups such as industrials and technology in this environment.
|
|
He said he was also aware that success in entertainment is often cyclical.
|
|
After spending ages in purgatory, cyclical stocks have suddenly come back to life.
|
|
Here are five cyclical stocks Goldman recommends with large international earnings repatriation potential.
|
|
He noted that homebuilders, another pro-cyclical group, has shown signs of quickening.
|
|
" He added: "We have a lot of good cyclical strength in this market.
|
|
" Joseph Trevisani, senior analyst at FX Street, adds: "Europe's problems are not cyclical.
|
|
A cyclical recovery will not, however, resolve questions about Turkey's longer-term future.
|
|
I think it's better to try to move in an anti-cyclical way.
|
|
"People like to believe that the RV business is really cyclical," Lemonis said.
|
|
Author Daniel McCoy writes that time in Norse mythology is cyclical — not linear.
|
|
As sentiment turns more positive, Paulsen predicts cyclical sectors will perform the best.
|
|
Fitch's stress case forecast assumes that peak cyclical leverage is comfortably below 4.0x.
|
|
MEXICAN FINANCE MINISTER HERRERA SAYS MEXICO NEEDS COUNTER-CYCLICAL POLICY TO ADDRESS SLOWDOWN
|
|
Despite cyclical deterioration, Occidente's ratios compare well with those of similarly rated peers.
|
|
JOE TSAI: Well there's a difference of the cyclical and the secular. Okay.
|
|
It cited "prevailing negative cyclical effects", like low volatility, as the main obstacle.
|
|
Across sectors, consumer cyclical stocks are the most widely represented in the index.
|
|
However, financial health in the cyclical auto business is both fragile and fleeting.
|
|
He favors value over growth, with a focus on cyclical over defensive stocks.
|
|
However, Fitch recognises that operating losses may be incurred during extreme cyclical contractions.
|
|
It's double-B, but it's the fifth player in a highly cyclical industry.
|
|
The goal is to offset the volatile earnings from the cyclical airline business.
|
|
Cyclical sectors such as banking and automobiles bore the brunt of the selloff.
|
|
We've gotten much more of the cyclical names, the value names, acting better.
|
|
Dagher finds a consistent pattern of what he calls "pro-cyclical" regulatory policies.
|
|
Therefore, it is important to keep this in mind: Innovation is not cyclical.
|
|
She called it "cyclical" depression and said it made her struggles to focus.
|
|
These big, cyclical changes in supply is not good for the world's economy.
|
|
Meanwhile, the short-momentum trade was in companies that were cyclical in nature.
|
|
And the cyclical-expenses bucket contains savings for birthday gifts, holidays, and vacations.
|
|
But it is primarily cyclical factors that are driving the current economic expansion.
|
|
This favorable backlog profile provides substantial financial flexibility during a deep cyclical downturn.
|
|
It's a dizzying cyclical display that puts the game ahead of the work.
|
|
Classic cyclical sectors include semiconductors and most technology stocks, transports, energy and materials.
|
|
Some consumer-related sectors like automotive, gaming, and restaurants are also considered cyclical.
|
|
To many today, it symbolises the cyclical nature of life, renewal, and redemption.
|
|
It's a random, rather than cyclical, need that would not guarantee repeat sales.
|
|
Even a cyclical dip in its profit margins was a sign of strength.
|
|
"It's been very cyclical in the last eight or nine years," Carlisle said.
|
|
Sector Risks Constrain Ratings: Fitch views the global property sector as highly cyclical.
|
|
Cuban women must silently endure humiliation in a patriarchal, monolithic and cyclical system.
|
|
If those changes are cyclical, that suggests the cause is an orbiting planet.
|
|
On small- and mid-caps Boscher said he remained positive on cyclical themes.
|
|
Construction is hard, many families demean physical labor and construction is highly cyclical.
|
|
It is cyclical, one feeding into the other, reinforcing and enhancing the noise.
|
|
"As cyclical concerns evaporate, structural dynamics should carry the day," the analysts said.
|
|
Unlike tragedies, where everything just gets worse, comedies have a more cyclical form.
|
|
You never want to get into this static or cyclical sense of history.
|
|
The strong euro is also part of the rationale for some brokers recommending investors shift from the more cyclical parts of the market to defensives, as cyclical sectors are both more exposed to global growth and to the negative currency effect.
|
|
Cyclical sectors were pushed up by recovering risk appetites, with financials and exporters outperforming.
|
|
The redundancy of the parrot's words serve as a metaphor for cyclical, empty discourse.
|
|
If that rollercoaster sounds familiar, you might benefit from a cyclical skin-care routine.
|
|
He's just not going with the consensus of investing in pro-growth, cyclical stocks.
|
|
The current cyclical excesses will probably be followed by another period of undue despondency.
|
|
"We are going backward by adding a counter-cyclical factor," said the policy advisor.
|
|
So the cyclical downturn in global industrial growth was already taking shape in 2017.
|
|
As expected, the new government has announced a moderately expansionary, pro-cyclical fiscal plan.
|
|
The ensuing pickup in household spending then sets in train a sustained cyclical upswing.
|
|
To an extent, the service sector is not subject to the same cyclical pressures.
|
|
The prospects for a cyclical recovery seem brighter than the chances of deeper reform.
|
|
Historically, dollar stores are counter-cyclical, meaning they do well when economies do poorly.
|
|
He said the causes of low interest rates globally were structural, rather than cyclical.
|
|
Construction reached a cyclical high last year and is only moderating slightly this year.
|
|
Credit is cyclical and it would be a surprise if this time were different.
|
|
It'll eventually be replaced by something else, as is the cyclical nature of nostalgia.
|
|
"The cyclical backdrop in China remains very weak," said Julius Baer analyst Carsten Menke.
|
|
It may not replicate the same kind of recoveries we've seen from cyclical lows.
|
|
Half of the decline is from a deep cyclical downturn that may be over.
|
|
Let's stop this cyclical history and keep Arctic drilling off the table for good.
|
|
Cyclical sectors were pushed up by recovering risk appetite, with financials and exporters outperforming.
|
|
"This is not a cyclical downturn but a long-term structural issue," he said.
|
|
Tuesday's gainers included recently-sold cyclical stocks such as machinery makers and auto shares.
|
|
"This is a cyclical business and it always will be," says Bernstein's Teng Ben.
|
|
They added that investors are focused on cyclical stocks such as the semiconductor sector.
|
|
Tech has led a surge into cyclical stocks that benefit from a stronger economy.
|
|
Funding is consequently also cyclical and spent on elections rather than to policy fights.
|
|
"Most carriers are ill-equipped to withstand cyclical downturns," CAPA said in the report.
|
|
These big, cyclical changes in supply ... [that] is not good for the world's economy.
|
|
Tuesday's gains for the cyclical sectors signaled a potential rotation in the stock market.
|
|
The cyclical pattern makes it hard to place where each sits in the process.
|
|
Cyclical slowdowns are normal in an industry that has ebbed and flowed for generations.
|
|
Or growth will accelerate and force a rotation back to cyclical and financial stocks.
|
|
Analysts said that investors are focused on cyclical stocks such as the semiconductor sector.
|
|
And is there ANY doubt that this is not part of a cyclical process?
|
|
The lender will reduce the capital allocated to trade, commodity finance and cyclical sectors.
|
|
He's advising clients to focus on cyclical stocks with pricing power in this environment.
|
|
Others may see a mitigating element in the cyclical nature of Mr. Bannon's view.
|
|
INDONESIA C.BANK GOV: HOUSEHOLD CONSUMPTIONS IN Q4 SUPPORTED BY CYCLICAL FACTORS, GOVT SOCIAL SUPPORTS
|
|
Cyclical stocks were in demand, however, with financials and energy stocks on the up.
|
|
"Be careful on cyclical value which is energy, industrials and also financials, " he cautioned.
|
|
Exports, therefore, are the key — a starting point in a typically Japanese cyclical upswing.
|
|
Consumer sentiment surveys show normal cyclical improvement, tracking the gradual improvement in economic conditions.
|
|
The cyclical nature of our infrastructure failures has mirrored that of our strategic ones.
|
|
Or to put it another way, do you think history is cyclical or directional?
|
|
China needs to take "counter-cyclical" steps to control large capital outflows, said the official.
|
|
The index fell 249.17 percent at 1,308.83, as political worries put pressure on cyclical stocks.
|
|
" Strategists on Wall Street refer to bear markets that are shorter in duration as "cyclical.
|
|
The most powerful counter-cyclical weapon is the rise of the relatively stable service sector.
|
|
The signals are strongest from the more cyclical parts of the global economy, notably manufacturing.
|
|
Midwestern farmers look at parallels with the 219s whenever their cyclical industry is heading downwards.
|
|
A cyclical pattern occurs as the conversations with the cab drivers then start to repeat.
|
|
The SPDR S&P Retail ETF, which tracks cyclical consumer names, has lagged big tech.
|
|
But I still feel like Bungie continues to undershoot and then overcorrect in cyclical fashion.
|
|
However, cyclical boat and engine sales still comprise approximately 55% of the company's total sales.
|
|
Other cyclical stocks were also in demand, with sea transport and steel makers attracting buyers.
|
|
But uncertainty associated with Brexit is likely to see the cyclical correction resume during 2018.
|
|
He recommended diving into more cyclical areas rather than relying on U.S. dividend-yielding stocks.
|
|
"Wall Street always pays more for a secular grower than a cyclical one," Cramer said.
|
|
Amazon's move into mail is also a notable example of the cyclical nature of shopping.
|
|
But 85% of its sales come from advertising, which has been cyclical in the past.
|
|
The firmer yen hit such cyclical stocks as automakers and banks as well as insurers.
|
|
Secondly, oil prices notoriously overshoot, accelerating in the run-up to cyclical peaks and troughs.
|
|
It turns out technology is one of the most cyclical sectors and not the least.
|
|
However, these conventional counter-cyclical prescriptions seem to hold little sway with White House policymakers.
|
|
Instead, what they were seeing was cyclical, with radio emissions becoming stronger before dimming again.
|
|
Instead, he revealed that the stories' events are cyclical and have happened many times before.
|
|
We do this in a cyclical fashion, as we're really trying to find those bottlenecks.
|
|
Others think it's more cyclical factors or even changes in the nature of the economy.
|
|
Recently battered large cyclical stocks such as machinery makers and electronics parts makers were bought.
|
|
This is not 2008, it is a cyclical correction in a long term bull market.
|
|
But, according to him, the biggest challenge in helping with homelessness is its cyclical nature.
|
|
Indeed, if we give it long enough, there is bound to be a cyclical downturn.
|
|
But all such traditional cyclical bets are off unless the trade war gloom is lifted.
|
|
Yet the cyclical stocks that should be outperforming the average are struggling to keep pace.
|
|
Other cyclical stocks, including chip-related firms, machinery makers and security brokers, led the gains.
|
|
"It's not a cyclical slowdown," said Roger Aliaga-Diaz, a senior economist at Vanguard Group.
|
|
He argues that these are both highly cyclical companies, unlike the majority of Berkshire's holdings.
|
|
Conventional wisdom holds that the art market is highly cyclical and moves with stock markets.
|
|
Klerk said he believes this decline in spending on durable goods is "cyclical" in nature.
|
|
Or you could say it's because trends are cyclical and there's nothing else to it.
|
|
The majority of President Obama's term has coincided with a cyclical uptick in the economy.
|
|
Banks' exceptionally weak profits are also expected to reinforce this so-called pro-cyclical behavior.
|
|
You see more cyclical (sectors) taking over leadership and less of the bond-like stocks.
|
|
"Risk-off (sentiment) has weighed on cyclical commodity markets," Julius Baer analyst Carsten Menke said.
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Other cyclical shares were also strong with bookstore and electronics retailer Jarir jumping 3.1 percent.
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Unfortunately, the cyclical timing was indeed terrible, as the economy was already sliding into recession.
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"AirAsia's current valuations are low as investors see it as a cyclical airline," she said.
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In one way, it is fitting that the 2017 tax law has poor cyclical properties.
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Trucking is highly cyclical, and we're coming off from a massive uptick in the market
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Central to these narratives is an understanding of time as a cyclical and circular order.
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But what is more striking is the performance of cyclical stocks relative to defensive ones.
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"The auto industry is cyclical and has always had its ups and downs," Streb said.
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"There's a cyclical role of how politics, and reactions to policy, take place," said Rottinghaus.
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Students may be put off by construction's reputation as a dangerous, cyclical field, he said.
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This falsehood obscures the cyclical nature of such North Korean off-again on-again activities.
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The cyclical upswing has masked the underlying fragility of the Italian economy and public finances.
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Although it's probably true of other genres, dance music seems particularly prone to cyclical trends.
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Huafa's property business could also potentially be exposed to cyclical fluctuations and sector-characteristic volatility.
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"We think that much of Aggreko's woes are cyclical rather than structural," wrote HSBC analysts.
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Both efforts have been slow but steady going, marked by sporadic success and cyclical setbacks.
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But budget deficits have to be brought back under control during periods of cyclical upturn.
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Baseball is often cyclical: An adjustment by pitchers is reversed by batters, and so on.
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Historically minded political scientists have written about the cyclical nature of national morality and renewal.
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So cyclical, in fact, that many of you have already gone bankrupt in the past.
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But on "ACE," the steady, cyclical harmonies deliver just the right level of understated grace.
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For that reason, he thinks it&aposs likely the recovery in cyclical assets will continue.
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Whooping cough rates tend to be cyclical, he noted, peaking every three years on average.
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"We are maintaining a little bit of a cyclical tilt to our portfolios," Elegante said.
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Within the U.S. market, cyclical sectors should do better than defensive or secular-growth areas.
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This turn to cyclical stocks could help take the rally beyond the current record highs.
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"I'm playing a long game and looking at this as a cyclical retraction," he said.
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It seems, above all, cyclical, and Williams's decline has coincided with a new generation's rise.
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That includes a mix of growth and value, as well as cyclical and defensive stocks.
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But many recent struggles can be traced back to the industry&aposs highly cyclical nature.
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While the market environment remains demanding, we see opportunities for long-term, anti-cyclical investing.
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That accentuated a broader cyclical stocks build that followed a year of destock in 2017.
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Back in late June, the highly cyclical index reached its lowest measure since August 2011.
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BOE SAYS PLANS TO INCREASE BANKS' "NEUTRAL" COUNTER-CYCLICAL CAPITAL BUFFER TO 2% FROM 1%
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It's really interesting because everything is cyclical and I feel like this will come back.
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It might be a cyclical recovery in the economy even if their markets do badly.
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The analyst admitted that Brexit was the big issue that could drag on cyclical firms.
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That squares with cyclical trends suggesting the U.S. is due for an economic downturn soon.
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There's a very good chance that this is cyclical and this movement could be reversed.
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The broad gains across those cyclical sectors reflect investors' focus on economic strength, Lerner said.
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But productivity growth is cyclical: it varies depending on whether an economy is booming or busting.
|
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Carmaking is cyclical: the American market is at a peak and China's roaring growth may slow.
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This is an important business strength, given the cyclical and competitive nature of the automotive industry.
|
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He said he would move to stocks that can benefit from cyclical moves in the economy.
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That déjà vu is one of many scenes that touch upon the cyclical nature of time.
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I reflect upon the relationship we establish with our environment through these cyclical and ephemeral materials.
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This is an important business strength given the cyclical and competitive nature of the automotive industry.
|
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A signal that isn't cyclical cannot be analyzed through the Fourier transform without introducing subtle errors.
|
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The female storytellers I love are subverting this with stories that are more cyclical, elliptical, circular.
|
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"The insolvency business is cyclical, and the last five-year peak was in 2009," said Terrio.
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Other cyclical sectors such as industrials, technology and materials are each up at least 11 percent.
|
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But what felt like cyclical softness looks increasingly like it is being compounded by structural decline.
|
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Some of this may be a cyclical effect of the financial crisis and its economic aftermath.
|
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"Supply-side structural reforms are the main policy instrument, not counter-cyclical macro policy," he noted.
|
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Cyclical stocks were particularly sold, with shippers and machinery manufacturers with high exposure to China underperforming.
|
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"If you look at the defense spending cycle, we're at a cyclical bottom basically," he said.
|
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He pointed to cyclical stocks that pay dividends — mainly industrial, materials, consumer discretionary and information technology.
|
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Modestly-priced cyclical shares have increasingly drawn liquidity flowing out of China's property and bond markets.
|
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The federal budget has also fallen short of counter cyclical measures, given the limited fiscal space.
|
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The idea that evolution encourages women to engage in cyclical cuckoldry was certainly an intriguing one.
|
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Basketball dominance in the Ivy League has been cyclical for the past 40 years or so.
|
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The sign explains what causes ice ages, Earth's cyclical periods when temperatures drop and glaciers spread.
|
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"I think you want to shy away from FANG and cyclical and growth stocks," he said.
|
|
Wald, for his part, also suggests a number of other cyclical ETFs for investors to buy.
|
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He'd look to add cyclical names such as consumer discretionary, industrials, financials and technology on weakness.
|
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"The issue is cyclical in a way and so the actions follow that pattern," he explains.
|
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The "Trump trade" has become the reflation trade, with investors buying cyclical stocks and selling bonds.
|
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The first step to protecting your portfolio is to assess your allocation to cyclical growth stocks.
|
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Some of these events are cyclical, as ice grows, breaks free, and then grows back again.
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The main driver of the tightening will be the improved cyclical position, which will support revenues.
|
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The pay of workers in cyclical, insecure positions, such as yakitori waiters, has risen fairly quickly.
|
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His aim was to develop intricate, human-like cyclical movement that reacts appropriately to user inputs.
|
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These approvals ebb and flow with fuel prices and other cyclical parts of the energy business.
|
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The first, cyclical crisis has been caused by the oil-price crash that started in 22000.
|
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Cyclicality Drives Earnings Volatility The cyclical nature of the hotel industry is Fitch's primary credit concern.
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Caterpillar is a cyclical stock, meaning its performance is tied to how the broader economy does.
|
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It's cyclical, [and] like any publicly traded company, it will be a journey over the years.
|
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Yui and Naoko and then replicated again in the cyclical, cynical nature between Misato and Ritsuko.
|
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"We see this as more of a cyclical trend than a secular one," said the investor.
|
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The one I'm referring to here Is Noam Noy's expression of cyclical fear, hatred, and bloodshed.
|
|
The index closed down 249.07 percent at 1,308.83, as political worries put pressure on cyclical stocks.
|
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We do think the issues that Apple has had in China are more cyclical than secular.
|
|
"Like many things in markets, we think the success of active management is cyclical," he said.
|
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Those stocks are trading on 20x…They have cyclical earnings that at some point will fall.
|
|
"... now is the time to make counter-cyclical investments in the highest-specification assets...," he added.
|
|
Banks will have to hold a 0.5% counter-cyclical buffer by the end of March 2017.
|
|
More "cyclical" stocks, which do rely on market conditions, tend to underperform, according to Credit Suisse.
|
|
Longer-term, Adams sees commodity risk ebbing this year, leading to better performance for cyclical stocks.
|
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When do you think that cyclical recovery will come particularly when it comes to dry bulks?
|
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Issues are cyclical, not structural, and both areas saw a sequential pickup in Q4'16 (Canada bottoming).
|
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A cyclical upturn is also underway, underpinned by near-term fiscal support and strengthening external demand.
|
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Much of the trucking-industry "bloodbath" can be traced back to the industry's highly cyclical nature.
|
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El Nino is a cyclical phenomenon and its impact should fade by the middle of 2016.
|
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Much of corporate India's unsustainable debt is also in cyclical industries such as steel or mining.
|
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The Australian dollar, a cyclical currency, is up against the yen, a haven for the fearful.
|
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It's not surprising that cyclical stocks have historically enjoyed the biggest boost from Fed rate cuts.
|
|
More important, it has diversified away from cyclical activities since the financial crisis of 2007-20193.
|
|
But a rally with defensive sectors outperforming more cyclical sectors made Janney Montgomery Scott's Luschini wary.
|
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For investors seeking alternatives, he offered the following suggestions: High-yielding stocks in unloved cyclical sectors.
|
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The job market is often cyclical, and different roles are hard to fill at different times.
|
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"Although there is a strong cyclical rebound in CESEE countries, risks have increased," the IMF said.
|
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Manufacturing is also cyclical, and periods of contraction are normal during long business cycles, he said.
|
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Demand for these types of properties is more cyclical during economic downturns than for residential properties.
|
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Second, my sense is that at least some analyses aren't taking sufficient account of cyclical factors.
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Nance's goal was to use repetitive visuals to convey the feeling of a cyclical, unrequited love.
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I just feel like it's a cyclical thing, and I feel like the 90s are back.
|
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Sydney dwelling values are still up 71 percent on the cyclical low hit in February 2012.
|
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In the past, it's worth noting, spikes in at-home TV viewing tended to be cyclical.
|
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Sadly, bloody weekends are practically a cyclical occurrence in Chicago during late summer and early fall.
|
|
BOES CARNEY SAYS FPC CAN CONSIDER CUTTING COUNTER-CYCLICAL CAPITAL BUFFER IN A NO-DEAL SCENARIO
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All that means that Japan's monetary policy alone cannot deliver a steady and sustained cyclical upturn.
|
|
On Disc 7, the Gnostic Trio (harp, guitar, vibraphone) elevates and aerates Mr. Zorn's cyclical compositions.
|
|
Speculative small caps, economically sensitive cyclical stocks, time-tested industrials, towering tech giants have all gained.
|
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Its reputation reflects the metal's broad use in important, cyclical industries ranging from construction to automobiles.
|
|
Yet we inhabit a culture that privileges novelty and growth over the cyclical and the regenerative.
|
|
Many traders suspect the central bank might have actively used its counter-cyclical factor on Tuesday.
|
|
For the longer-term, Stone particularly likes beaten down cyclical groups including technology and consumer discretionary.
|
|
The recovery of cyclical industries was hard to spot in fund results from the third quarter.
|
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Performance discrepancies between exchange-traded funds in defensive and cyclical sectors were pronounced in the quarter.
|
|
DAVOS - HONG KONG COMMERCE SECRETARY SAYS CITY IS WELL PLACED TO ADDRESS CYCLICAL AND STRUCTURAL CHALLENGES
|
|
Apart from structural tailwind, there are cyclical forces that are propelling Indian banks to greater profitability.
|
|
Its world is locked in a cyclical stasis, there's no particular animate depth to its life.
|
|
"Global cyclical upturn has legs and is not fragile as feared by many," Lakos-Bujas said.
|
|
Wilson argued this would be a short-term market downturn, known as a "cyclical" bear market.
|
|
Reviewing everything we said, we saw that our cyclical, never-truly-resolved mini-fights was inevitable.
|
|
Medicaid spending is also inelastic and generally counter-cyclical to the health of the overall economy.
|
|
Although his obsession with grand, cyclical thinking bears noting, none of those cycles were genuinely novel.
|
|
Faster growth in some countries underscores how cyclical recovery is taking hold across the currency union.
|
|
"As cyclical concerns evaporate, structural dynamics should carry the day," the analyst said in a note.
|
|
A choral tone poem of a play in which current history becomes an endless, cyclical nightmare.
|
|
Cyclical and creedal theories also neglect to fully acknowledge the work that goes into policy change.
|
|
English intellectuals appropriated the astral term "revolution" to express how politics, like the stars, is cyclical.
|
|
Something that resonated with me was this emphasis on the cyclical nature of violence and revenge.
|
|
Leigh and a number of other porn stars assume it's just part of a cyclical trend.
|
|
Chueca's walls, much like this presidential election season, make visible the cyclical nature of our senselessness.
|
|
Exposure to Cyclical Advertising Revenues: Rating concerns include an above-average exposure to cyclical advertising revenue and the company's capacity to adapt to ever-changing media consumption patterns, emerging distribution platforms, and technology evolution - all of which will drive audience fragmentation and disrupt traditional media models.
|
|
Cyclical Credit Profile: The inherently cyclical nature of the commodity chemicals sector means Ineos is subject to feedstock and end-product price volatility, driven by prevailing market conditions, demand/supply drivers - especially with new lower-quartile capacity coming online globally - and customer stocking/de-stocking patterns.
|
|
"If there are too many pro-cyclical factors in the economy, cyclical fluctuations are magnified and there is excessive optimism during the period, accumulating contradictions that could lead to the so-called Minsky Moment," Zhou was speaking on the sidelines of China's 19th Communist Party congress.
|
|
While her comments about "counter-cyclical" measures did not make reference to specific market tools, some analysts have speculated in recent weeks that authorities may re-apply a "counter-cyclical factor" in their daily foreign exchange management to dampen depreciation expectations and slow the yuan's latest downtrend.
|
|
"It goes back to the ultimate issue of which cost deflation has been structural and which has been cyclical, and the cyclical costs are what, in our view, is going to drive the marginal barrel of oil," said Michael Cohen, an oil market analyst at Barclays.
|
|
"I think you could have a situation where cyclical forces come into play, and it snaps back, but for now, they've put a wild card on the dollar which could tell you that normal cyclical forces won't operate," said Robert Sinche, chief global strategist at Amherst Pierpont.
|
|
The collapse of ice shelves is a natural, cyclical process, whereby they grow, decay, and break free.
|
|
Tom Coughlin's career as the head coach for the Giants has been a strange and cyclical affair.
|
|
Last week the BoE increased British banks' counter-cyclical capital buffer to 1 percent from 0.5 percent.
|
|
Indeed, many investors see these improvements as cyclical, and have doubts about the sustainability of earnings growth.
|
|
You're seeing a broad-based, cyclical upswing in Europe and that's where I think the opportunities are.
|
|
What brings a freshness to the air is that a cyclical recovery has managed to overcome them.
|
|
But the boundary between long-term structural unemployment and the temporary, cyclical kind is not clear-cut.
|
|
The reflation winners are clearly the oil exporters, commodity exporters and cyclical markets, and higher yielding markets.
|
|
All 33 of the Topix's subsectors were in negative territory, with cyclical machinery and technology stocks underperforming.
|
|
Investors should swap their holdings from industrials, in particular, to companies that are less cyclical, Cramer said.
|
|
We are all geared for that ... I have maintained that the fiscal policy should be counter cyclical.
|
|
Longer-term, there is a far broader consensus that any pain to come will be merely cyclical.
|
|
Initially, you look for cyclical explanations for why this might be, such as how banks are lending.
|
|
The ingredients for a cyclical upturn in the oil market in 17 and 2019 are all present.
|
|
The Chinese "are focused on the cyclical, I don't think they have internalised the structural," he says.
|
|
There is now almost no cyclical slack in the oil market, with stocks and spare capacity low.
|
|
For the first time since the crisis a cyclical upswing in the global economy is under way.
|
|
The basic trajectory, however, should remain one of a long cyclical upswing over the next few years.
|
|
New kings will be crowned, lending some credence to the views of the cyclical-not-secular camp.
|
|
The memory industry is notoriously cyclical and unlikely to repeat the massive revenue gains seen this year.
|
|
Cyclical sectors, such as industrials and consumer discretionary, have outperformed the broader market so far this year.
|
|
A game like Fortnite is designed to be cyclical, with players rotating in as fresh content debuts.
|
|
Credit Suisse is bullish on cyclical stocks, and retail and financials are two of its favorite spaces.
|
|
Fashion's cyclical nature means there isn't just the possibility of a comeback — there's the inevitability of one.
|
|
"Auction houses are massively cyclical, it feels like a vanity project," a head of leveraged finance said.
|
|
Another factor has been the shift from defensive to cyclical stocks, which Goldman warned may not last.
|
|
"Cyclical profitability challenges come from the combination of muted loan demand and low interest rates," Nouy said.
|
|
So, when investors think the economy is accelerating, money managers turn their attention to cyclical stocks instead.
|
|
First, the secular and the cyclical pressures as we go through the energy transition in that space.
|
|
But some experts are hopeful that recent gains for cyclical stocks suggest momentum may stay with them.
|
|
"This is a cyclical industry and if something goes wrong it can go drastically wrong," he said.
|
|
First, speculations about the cyclical position of the Chinese economy and its structural difficulties will probably intensify.
|
|
When countries in good times follow pro-cyclical policies, the public debt to GDP ratio ratchets up.
|
|
In Namibia, Monica Geingos is leveraging her background in finance to combat longstanding inequality and cyclical poverty.
|
|
Alibaba was the worst-performing stock of the New Year period and much of this is cyclical.
|
|
The market leadership is tilted heavily toward cyclical stocks, which market bulls always like to see lead.
|
|
It is not clear to me that a cyclical bear market in stocks is over quite yet.
|
|
Part of the improvement is cyclical, reflecting outperforming growth-induced revenues and under-performance of capital spending.
|
|
Banks will have to hold a 0.5 percent counter-cyclical buffer by the end of March 2017.
|
|
Bynum explains that her case points to a larger, cyclical context the US prison system constantly ignores.
|
|
Cluster headaches occur in cyclical patterns, or clusters, and are among the most painful types of headaches.
|
|
Cyclical stocks were in demand, however, with oil majors and financials driving the lion's share of gains.
|
|
The cyclical recovery is being driven by improving external demand in Russia and other key trade partners.
|
|
The cyclical timing was much better suited for fiscal consolidation, as the recession had ended by then.
|
|
And US small-cap cyclical stocks continue to trail defensives badly, adding more fodder to their consensus.
|
|
Counter-cyclical fiscal and monetary policies have also dampened the business cycle and promoted greater economic stability.
|
|
It's precisely the kind of cyclical industrial that works well at this phase of the tightening cycle.
|
|
Other cyclical stocks such as exporters gained ground after the dollar rose 0.2 percent to 105.59 yen.
|
|
Demand for defensive, bond-proxy-type stocks offset falls among cyclical sectors such as mining and energy.
|
|
"It is too early to say whether the counter-cyclical factor has been revived," the trader said.
|
|
My father's struggle with depression was cyclical, but always present, and the severity would ebb and flow.
|
|
Teasing out the difference between idiosyncratic, cyclical, and secular drivers is a huge challenge for any analysis.
|
|
At the same time, the unemployment rate fell to a cyclical low of 3.7 percent in September.
|
|
"Trade issues act as an accelerant to, not the primary cause of, other cyclical headwinds," Zezas writes.
|
|
They could "trim very overbought bonds" and buy stocks that are global, cyclical, and high-dividend payers.
|
|
For sure, many cyclical sectors such as housing, transportation and even retailers have been in a tailspin.
|
|
But materials, industrials and technology shares dropped as investors moved away from cyclical and trade-sensitive sectors.
|
|
I had been clinically depressed before, and I go through cyclical emotional troughs, but this was new.
|
|
That change is cyclical, that progress is followed by a step back, only to move forward again?
|
|
But ahead of the weekend, investors turned cautious and unwound their positions in cyclical stocks, analysts said.
|
|
"I think it's really interesting, because my industry in particular is a counter-cyclical industry," Peabody said.
|
|
The group is not sector specific and has swayed back and forth between cyclical and defensive sectors.
|
|
The lyrics' attention to cyclical processes is dramatized, early on, by the music's shift through harmonic intervals.
|
|
Advertising is a cyclical business; newspapers traditionally lose ad revenue during recessions and regain ground during recoveries.
|
|
As you know well — and as you point out in your financial filings — your business is cyclical.
|
|
Carnegie is also a reminder that the plutocratic tendency the Kochs represent is not new, but cyclical.
|
|
Yet the activism is cyclical, and the issue has yet to be a defining issue in elections.
|
|
It was meant to be about cyclical reacceleration, upward drift in yields and central banks standing pat.
|
|
In the black community, we've been having this cyclical conversation for years, about how outrageous it is.
|
|
But risk assets and cyclical U.S. sectors like materials and industrials should benefit, he said on Sunday.
|
|
Even so, a quicker, softer turnaround in a notoriously cyclical industry would be a welcome new normal.
|
|
"It's cyclical in any sport," said Steve O'Donnell, Nascar's executive vice president and chief racing development officer.
|
|
At the same time, travel retailers tend to be more cyclical and seasonal than conventional general retailers.
|
|
Investors also favored industrials in September, driving the cyclical group up 2.9%, the same gain as materials.
|
|
The bank also expects European cyclical stocks to outperform defensive stocks by 5% in the months ahead.
|
|
Anyone interested in real estate, particularly rental properties, should remember that "real estate is cyclical," Boneparth says.
|
|
He refers to cyclical value stocks among the areas most vulnerable in the coming days and weeks.
|
|
Cyclical sectors continued to rule the roost with financials, tech and energy stocks drawing the greatest inflows.
|
|
We've had a long recovery and I think we're in the late stages of this cyclical recovery.
|
|
The notoriously cyclical industry has seen record sales in recent years of around 17 million vehicles annually.
|
|
There is a cyclical element here: The investment of some firms is the production of other firms.
|
|
MS. NAAS I've watched the trends come and go and it's all cyclical like the fashion world.
|
|
I don't know anyone who doesn't have the same cyclical argument about housework on a regular basis.
|
|
We have seen that over the years -- Gaspar: For example if you look at how counter-cyclical policies have been you see that in recent years after the global financial crisis, and once the crisis has departed from its acute stage, policies have become systematically more counter-cyclical.
|
|
Cyclical economies of scale (Ahmed, 2017) Cyclical economies of scale (Ahmed, 2017) Players in the space should create supply-side economies of scale by partnering with tier 1 automotive manufacturers to drive down costs of vehicle manufacturing, and by exploring additional revenue streams to offset the cost of transport.
|
|
We consider both the cyclical and structural aspects to both MU and the memory industry as a whole and conclude that MU is in a much stronger position in a structurally better industry on the cusp of a cyclical upswing that, for DRAM, should last deep into C2021.
|
|
Jefferies says investors can already see an uptick in cyclical, value-oriented stocks since the oil price rout.
|
|
Business Diversification The group derives about 60% of its revenue from the cyclical and volatile automotive supply business.
|
|
Anxiety and retreat follow - it's the markets' cyclical way of correcting themselves when the sums don't add up.
|
|
"It's not like we're at the start of a cyclical bear market, but being cautious" would be wise.
|
|
So this repeat moment may be a nod to fans that the series' cyclical nature hasn't been ignored.
|
|
But the cycles have become faster and deeper as more momentum-driven hedge funds trade the cyclical behaviour.
|
|
The U.S. economy and financial markets are again at a relatively late stage in the current cyclical expansion.
|
|
Underscoring investors' risk-averse sentiment, global cyclical resource shares such as trading houses, steelmakers and mining shares underperformed.
|
|
The People's Bank of China said it would take counter-cyclical measures to keep foreign exchange markets stable.
|
|
Look past the S&P 500, also, and watch indicators like cyclical versus defensive stock instead, he added.
|
|
They are the marginal producer in a cyclical industry, and that is usually an unpleasant place to be.
|
|
But avoid base metals like copper and zinc, as they are a popular short trade for cyclical downturns.
|
|
Smaller, private firms are considered higher credit risks than state-backed firms and more vulnerable to cyclical downturns.
|
|
Such risks might build up over time: for example herding behaviour can lead to pro-cyclical investment strategies.
|
|
Consumer cyclical companies were the most heavily targeted last year, Refinitiv said, with 90 campaigns in the sector.
|
|
Inherent cyclicality in automotive supply operations is further mitigated by Bosch's exposure to the less cyclical automotive aftermarkets.
|
|
Countries lacking fiscal and external buffers may have to make pro-cyclical spending cuts to narrow twin deficits.
|
|
At its best, Game of Thrones is a story about the cyclical destructiveness of the pursuit of power.
|
|
Apple's growth story has been somewhat cyclical, but every time the company's value was in question, it delivered.
|
|
Both central banks are maintaining a degree of monetary accommodation reflecting the cyclical positions they are currently facing.
|
|
Mercari joins a series of Japanese companies that have made their name by playing the counter-cyclical game.
|
|
Fund managers did increase their exposure to cyclical risk in the month by adding stocks and reducing cash.
|
|
Many cyclical stocks are really cheap to begin with, Cramer said, creating a built-in layer of resilience.
|
|
"I would say that that should focus investors in on the more economically sensitive, cyclical areas," he contended.
|
|
It sounds like there's a cyclical nature to this sort of interest in diversity in the fashion industry.
|
|
The aimless, cyclical nature of his quest can perhaps can be seen as a weakness of serialized television.
|
|
That said, I think we've got all the makings of a normal cyclical buildup in costs and inflation.
|
|
A wide range of possible fiscal policy tools and approaches could enhance the cyclical stability of the economy.
|
|
In an interview with Cramer, Munoz said he understands the headwinds that a cyclical industry like airlines faces.
|
|
In a show that is so cyclical, why not have instead of a cliffhanger just a permanent ending?
|
|
Emanuel said cyclical parts of the market could benefit more from lower interest rates, including energy and financials.
|
|
One way the S&P has managed this is to lean heavily on more stable, less cyclical stocks.
|
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"Growth rates are down, and cyclical and structural forces have undermined the traditional growth paradigm," Ms. Lagarde said.
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Its oil industry is in the throes of three crises, one cyclical, one structural, and one potentially existential.
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You can see it throughout history—devotional music has always had a formless or cyclical, mantra-esque feel.
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"In some cases, fiscal policy for the last couple of years has actually been pro-cyclical," Thomsen said.
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SX7P, which benefited at the start of the year from a rotation into cyclical stocks, tumbled 1.1 percent.
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Those comprise over 44 percent of total market cap, followed by technology, consumer non-cyclical and financial stocks.
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Her investment thesis is based on cyclical stocks taking over from momentum names as the leaders in 2016.
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Sadly, music's ceaselessly cyclical nature means that genres become passe nearly as soon as they become en vogue.
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Meanwhile, Simpson is stressing that the U.S. economy's cyclical recovery is intact, and earnings are coming in strong.
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Cyclical sectors led the way, with technology, financials and materials the best of the index's 11 major sectors.
|
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Cluster headaches are rare and painful, occurring in clusters or cyclical patterns and are frequently confused with migraines.
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"Today's results will raise concerns that this is more than a cyclical blip," Liberum analyst Adam Collins said.
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The Fourier transform treats a data segment as if it is cyclical, looping together the beginning and end.
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But the reason you guys haven't done this for years is that original programming is risky, it's cyclical.
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Similar to Japan in the 6900s, it is best understood as a combination of structural and cyclical factors.
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Fundamentals suggest that the euro zone and emerging markets, specifically cyclical sectors within these regions, look particularly attractive.
|
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Risk aversion among investors dragged down cyclical stocks such as machinery firms that have large exposure to China.
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But the cyclical indicators of the real economy are strong, much stronger than they were in 2007-2008.
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The cyclical test covers a five-year period of shocks, while the exploratory version will span seven years.
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"The industrial recession's ending, so you want to be more cyclical — tech, industrials, basic materials, energy," he said.
|
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And the cyclical nature of GMO's value-focused portfolios leads him to believe a sharp turnaround is inevitable.
|
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The British multinational bank now points to cyclical factors rather than structural ones as driving the USD bounce.
|
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But the growth could not continue indefinitely, according to analysts who have studied the industry's cyclical sales patterns.
|
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This metric reflects demographic labor-force growth and trend-productivity growth, barring forces of cyclical changes in unemployment.
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Lebovitz thinks cyclical stocks will outperform over the short to medium term, despite the risk he sees ahead.
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And eventually, when the market got too hot, it crashed and all of the cyclical plays were decimated.
|
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Jay, a historian and a co-curator of the exhibition, provides a chronological account of a cyclical history.
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At first blush, a cyclical automaker and a retail fashion designer would seem to have little in common.
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He knows the history of this world and has personally witnessed the cyclical undoing of the ruling class.
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As the economy is in a cyclical recovery, higher government spending could risk increasing current labour market pressures.
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You can see it throughout history, devotional music has always had a formless or cyclical, mantra-esque feel.
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A few exceptions stand out, offering hope that the anti-democratic trend may be cyclical rather than permanent.
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Dolan has written recently about the risks of the strikingly pro-cyclical nature of the Republican tax cuts.
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So how are the proponents going to convince us that it's not just part of a cyclical pattern?
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More broadly, cyclical sectors such as materials and financials were the biggest support to the STOXX, with banks .
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And yeah, it has a resonance with now, absolutely, because it seems to be a cyclical thing, always.
|
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Structural forces for disinflation, such as technology, globalization, aging demographics and excess leverage, have overwhelmed cyclical inflation pressures.
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The survey was at 64 in July of 2017 and hit a cyclical high of 74 in December.
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Theirs is a particularly cyclical and volatile industry; don't executives remember the falloff of travel after 9/11?
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Because of this cycle, it takes longer for blacks to fully recover from periods of prolonged cyclical unemployment.
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Second, as Jason also notes, that cyclical expansion doesn't look too healthy when you look at it closely.
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"The styles are pretty much cyclical," said James McDonough, a principal of McDonough and Conroy Architects, in Bridgehampton.
|
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Consumer cyclical stock funds returned 26.3 percent, according to Morningstar, trailing the 500 percent gain for consumer defensives.
|
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But an improving economic picture in the United States and globally lends confidence for the cyclical sector rally.
|
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The birds' phrasings are both melodic and mechanical, cyclical and spontaneous, like the wordless vocables of scat singers.
|
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Due to this cyclical nature of fashion, each decade&aposs style is connected in one way or another.
|
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"I believe we're entering a cyclical downturn," the firm's chief investment officer told CNBC's "Trading Nation" on Thursday.
|
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History may be cyclical, but for centuries it's been an undisputed truth that with time things get faster.
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"I believe this is cyclical and the trend of globalization will continue because it is inevitable," Meirelles said.
|
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California has always suffered cyclical droughts, but there was considerable concern that global warming was making conditions worse.
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He expects bond yields have bottomed, and he favors some of the cyclical names, like financials and energy.
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Its counter-cyclical activity makes it one of the most important economic stabilisers in France during economic difficulties.
|
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The appetite for investment will likely be cyclical, and investors can quickly exit markets when conditions appear unfavorable.
|
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Micron Wednesday said it expected a recovery in 2020 after seeing a "cyclical bottom" in the second quarter.
|
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He also suggested some of the cuts are seasonal and cyclical — related to getting through the holiday season.
|
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Investors' risk-averse stance dragged down cyclical stocks such as machinery firms which have large exposure to China.
|
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That means Reed&aposs investments are much less cyclical than a those of many growth-stock fund managers.
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I feel like there are some artists, when they're making records, there's a certain cyclical nature to them.
|
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To explain Obama's legacy, I will draw on my Yale colleague Stephen Skowronek's cyclical theory of political time.
|
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The loan met some resistance during syndication as many investors see Madrid as a commodities-exposed, cyclical business.
|
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The same video features Buddhist funerary rites, demonstrating the inevitability of death and the cyclical nature of creation.
|
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Traton, Africa Airtel and GFG span defensive and cyclical sectors, suggesting the healthy scepticism transcends any single industry.
|
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Growth has accelerated over the past year due to a cyclical rebound in mainland China and the global economy.
|
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Given the cyclical nature of the car business, unconventional designs may resonate anew with younger buyers entering the market.
|
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The index stood at 69 in November of last year and hit a cyclical high of 74 last December.
|
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"DJO strengthens our exposure to higher-growth, higher-margin, less cyclical markets," Trerotola said on a call with analysts.
|
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Wealth management is attractive to banks as it requires less capital and its earnings tend to be less cyclical.
|
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Oil prices and spreads do not rise and fall in straight lines or even in a simple cyclical pattern.
|
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Hardware and semiconductor goliaths such as Apple and Intel are facing a cyclical downturn in demand for their products.
|
|
Pro-cyclical costs include everything from skilled petroleum engineers and unskilled labor, to fuel, rig hire and drill bits.
|
|
The automotive industry may be a cyclical business, but few could have foreseen the mind-blowing events of 20173.
|
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We've been playing by this road map that this is a cyclical bear market in a secular bul lmarket.
|
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They are also considered less compelling when the economy expands when compared to the growth of a cyclical company.
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"It is another instance of the cyclical pattern of the human rights policy of the authorities," the report said.
|
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In a world that is less reliant on Donald Trump and less cyclical, he said it is a buy.
|
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To find growth, Nick would look at cyclical sectors that lagged after the election, like consumer discretionary and technology.
|
|
"For years and years there's been growth, but it is important to remember that economies are cyclical," Landsberg said.
|
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"You have to look more on the cyclical side for your opportunities right now during the downturn," he said.
|
|
Pick any sectors that have a very domestic or a very cyclical exposure so retail, financials are some areas.
|
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Today, we're all reminded that time is cyclical, everything repeats itself, and Leonardo DiCaprio continues to enjoy kissing models.
|
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Leading the gains on Wednesday were defensive shares, such as food companies and railway companies while cyclical shares underperformed.
|
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The economy is cyclical and right now large companies have enough cash on hand to acquire smaller public companies.
|
|
And despite the threat of cyclical political turmoil, Suarez says there's no better time to be investing in Colombia.
|
|
However, a broader drop across cyclical stocks, or those more sensitive to the economic cycle, weighed on the FTSE.
|
|
Global pulpmakers have repeatedly raised prices in recent months as cyclical demand recovers in key markets such as China.
|
|
Cyclical companies that are too attached to the business cycle tend to be doomed when the broader economy slows.
|
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However, Wald says a reversing trend in bond yields should begin to benefit financials and other cyclical stocks again.
|
|
We tend to think of history as a forward trajectory of progress, but Colette posits that it's actually cyclical.
|
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"We believe the second quarter will be an observation period for the impact of counter-cyclical policies," they said.
|
|
Yardeni Research points out that stock-picking and passive funds' relative performance tends to be cyclical over long periods.
|
|
"If the economic data pick up, you're going to see the market become a bit more cyclical," Krosby said.
|
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Sarva said it was suicidal to enter the real estate business with a business - coworking - that is deeply cyclical.
|
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In an interview with Jim Cramer, Munoz said he understands the headwinds that a cyclical industry like airlines faces.
|
|
Either way, "we think the rotation into the cyclical parts of the market is here to stay," Reinhard said.
|
|
Positive: Upside movement in the ratings is limited given Arrow's thin operating margin profile with significant cyclical demand exposure.
|
|
Cyclical stocks, which have rallied strongly this year on the back of China's economic recovery, were under selling pressure.
|
|
Obviously within these periods are significant cyclical swings, often of more than 20 percent against the long-term trend.
|
|
Cyclical stocks were the worst hit, with the UK banking index falling 1.4 percent to a two-month low.
|
|
El Niño events, other ocean fluctuations, volcanoes, and even cyclical solar activity can cause blips from year to year.
|
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Lobbyists and consultants abound, but their work can be highly cyclical, booming in election years and tapering in between.
|
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Selling in exporters and other cyclical stocks offset gains in domestic demand stocks such as utilities and construction shares.
|
|
"The Singapore economy is likely to see a cyclical recovery from better-than-expected external demand," the note said.
|
|
Cyclical sectors — those that benefit from an improving economy — are generally leading in terms of exceeding consensus earnings estimates.
|
|
Most cyclical sectors including energy, materials , industrial and financial felt the heat as investors rushed to safe-haven bonds.
|
|
Financials took the most points off the index, with Barclays down 2.1 percent as cyclical stocks came under pressure.
|
|
ABC's management shows strong, improving strategic implementation but this will remain sensitive to the cyclical and volatile operating environment.
|
|
Cyclical sectors should continue to lead the stock market despite Tuesday's declines in all sectors outside financials, Zemsky said.
|
|
This time, experts believe we're stuck here for good, due to the cyclical effects of Mauna Loa's CO2 curve.
|
|
Semiconductor companies, which are considered a highly cyclical area of tech, are facing serious demand challenges, according to Niles.
|
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The ability to manage a leveraged balance sheet is constrained by cyclical exposure and customer and product concentration risks.
|
|
Curto added that he saw value in the U.K.'s consumer cyclical stocks, as well as in British housebuilders.
|
|
The RBNZ is also exploring further measures that may include a counter-cyclical buffer, which is currently not set.
|
|
Other cyclical stocks were also in demand, with TDK Corp rising 3.1 percent and Komatsu Ltd adding 2 percent.
|
|
There have been no periods with growth remotely comparable to Trump's forecasts that did not involve substantial cyclical tailwinds.
|
|
In part this year's falling output is cyclical, resulting from grade variability at Escondida, the world's largest copper mine.
|
|
Cervantes' newest study, published recently in the Annals of Internal Medicine, shows these cyclical emergencies harm healthcare providers, too.
|
|
Consequently, Host Inc's cash flows have proven to be more volatile during the last cyclical downturn compared with ART's.
|
|
Cyclical stocks were the worst hit, with the UK banking index falling 1.5 percent to a two-month low.
|
|
"It's a cyclical market and we are going to have to be prepared to ride the cycles," added Black.
|
|
However, growth and more cyclical names — tech, communication services and consumer discretionary — have started to show signs of weakness.
|
|
"It's always been a cyclical business and people tend to forget this in the good times," Mr. Vincent said.
|
|
In fact, Wilson previously argued this would be a short-term market downturn, known as a "cyclical" bear market.
|
|
The strife there, hopeless and cyclical, is soon to rear its terrible head, with consequences for all of them.
|
|
Storytelling trends are as cyclical as anything else, and people will eventually get sick of all this nostalgia poison.
|
|
In normal times, political magazines are counter-cyclical: They tend to flourish when their ideological foes are in power.
|
|
And so our business has turned from being a cyclical, commercial business to a long-term sustained growth business.
|
|
The biggest winners on Friday, he said, were cyclical and short-term momentum stocks, which investors have been neglecting.
|
|
Trucking is highly cyclical, with huge peaks and lows that often catch trucking companies and their customers by surprise.
|
|
Despite the expected cyclical deterioration in the banks' performance, Fitch expects financial metrics to remain compatible with current ratings.
|
|
Cyclical stocks, those typically tied to economic growth, have led the record-setting rally in the past three months.
|
|
As The Economist explained, cold-hearted economists are not worried about these types of unemployment (frictional and cyclical, respectively).
|
|
Mike Weinbach, head of home lending, said mortgage originations will likely remain "near cyclical lows" in the coming years.
|
|
Fitch views the Parts & Service business as not only complementary, but also less cyclical than new/used car sales.
|
|
Over the past several decades, the affirmative action debate has been a cyclical fixture of the American political discourse.
|
|
Pro-cyclical costs include everything from skilled petroleum engineers and unskilled labour, to fuel, rig hire and drill bits.
|
|
Pro-cyclical costs apply to a host of other services in the supply chain including catering, accommodation and transportation.
|
|
And in the broadest sense, pro-cyclical costs include taxes, royalties and other government charges on exploration and production.
|
|
Progress in technology is cyclical and success is heavily dependent on execution within extremely narrow opportunistic bands of time.
|
|
The yuan had appreciated rapidly in the six months after the counter-cyclical factor was first introduced, Hu said.
|
|
For example, is the climate change phenomenon cyclical or is it a function of man-made pollutants, or both?
|
|
It's said that fashion is cyclical, and that the styles of past decades are inevitably revived for new generations.
|
|
More cyclical mental states like mania or acute psychosis or panic disorder might lay dormant for a long time.
|
|
The cyclical aspect of Flad's work is perhaps most evident in the materials he uses to make the sculptures.
|
|
This pollution traps heat and warms the planet, making cyclical weather events like droughts, floods and certain storms worse.
|
|
Cyclical and low-quality stocks — or those with weak balance sheets — should outperform in this scenario, according to Zidle.
|
|
Timelines in an appendix anchor the reader in these plots, but the book's chronology is more cyclical than linear.
|
|
We are all living in this world and observing the almost cyclical nature of conflict and revolution and injustice.
|
|
Data coming from a runner, for example, will look steady across the duration of their workout, and very cyclical.
|
|
The economy is cyclical, some industries more so, and rivals may introduce superior technology that renders a company worthless.
|
|
While all cities experience people coming and going, few (if any) are centered around an industry that's deliberately cyclical.
|
|
It does vary in brightness based on cyclical changes to the Sun's magnetic field, according to the NASA release.
|
|
"However, the Iranian state retains significant capabilities and proxy forces which they can and will unleash in cyclical retaliation."
|
|
But also good times can be impermanent, and bad times can be, and everything is cyclical and everything changes.
|
|
Dialog attributed the lower than expected outlook to a slower smartphone market as well as cyclical seasonal sales patterns.
|
|
He&aposs less optimistic, however, about consumer discretionary stocks, which have mostly performed better than the other cyclical groups.
|
|
He credits "broad-based internal breadth, cyclical leadership, and strong credit" as the main contributors to the markets' strength.
|
|
Asked if he foresaw a cyclical downturn triggered by central bank tightening or a trade war, Jacques was unconcerned.
|
|
"Growth has been hard to come by domestically ... global cyclical exposures have provided some access to growth," said Hennessy.
|
|
"The U.S. economy is moving full steam ahead, bolstered by pro-cyclical policies, while others are lagging," they said.
|
|
"We recommend investors use any pullbacks as opportunities to average into shares of quality cyclical companies," the note said.
|
|
But on a cellular level, what stimulates your chondrocytes, the stem cells that grow new cartilage, is cyclical loading.
|
|
Broadly, Emanuel says investors should play offense with cyclical and inexpensive stocks in the energy, financial, and healthcare sectors.
|
|
He reiterated his call to sell out of defensive assets and rotate into cyclical assets such as value stocks.
|
|
The cyclical nature of immigration patterns is revealed in the triangulation of the headline, the chug, and the footprints.
|
|
Overall, investments have been pulled out of cyclical stocks and into defensive stocks and bonds, according to J.P. Morgan.
|
|
Those conditions have exacerbated a decline in new vehicle orders for an industry already prone to sizeable cyclical swings.
|
|
Cyclical names and companies with relatively low labor costs may be some of the best bets, according to Kostin.
|
|
Trends are cyclical, and who knows who might find an abandoned bag or box of polished stones at home?
|
|
Presently, the unemployment rate is 4.0 percent, which is already up 85033 basis points from last November's cyclical low.
|
|
That's why so many skeptics say climate change is cyclical, and point to that as evidence against global warming.
|
|
She believes there is a cyclical nature to Caterpillar which may reveal itself after a few quarters of growth.
|
|
Positive: Upside movement in the ratings is limited given Avnet's thin operating margin profile with significant cyclical demand exposure.
|
|
Marler said the rise in food recalls is a cyclical thing, not an indication that food is more dangerous.
|
|
Any cyclical company that went through a near-death experience has to show the market they are more disciplined.
|
|
Value, cyclical companies with low prices relative to earnings and book values tend to be sensitive to economic growth.
|
|
The U.S. also should streamline the way it issues work visas to accommodate cyclical variation in the labor market.
|
|
If the revival of gold wedding jewelry teaches us anything, it's what we already know: Fashion trends are cyclical.
|
|
That cyclical nature seems to not just apply to romcoms individually, but also to the form as a whole.
|
|
There may be some capacity for additional short-run cyclical growth — through additional government spending or tax cuts, for example — but any future cyclical boost is limited by the fact that the Federal Reserve would likely try to offset any additional demand from fiscal policy, given its mandate to maintain price stability.
|
|
If the economy is nearing a cyclical peak, however, the next stage in the cyclical sequence is likely to involve some combination of: Further tax cuts or an increase in government spending, possibly on highways and other infrastructure, would be one way to ameliorate the slowdown and get the economy growing again.
|
|
We added one more defensive name in there, Raytheon, and we took out Owens Corning, which is a cyclical company.
|
|
The Bank said in March it would raise the so-called counter-cyclical buffer (CCB) for banks from March 2017.
|
|
Production growth is accelerating while consumption growth is slowing - conditions reminiscent of cyclical peaks in mid-2014 and mid-2008.
|
|
Stocks were slammed Monday in a selloff that accelerated on negative earnings news from global cyclical Caterpillar and chipmaker Nvidia.
|
|
The cyclical nature of it was my attempt to instill an understanding that we aren't defined solely by this life.
|
|
"Look at the under performance of all the cyclical sectors including consumer discretionary and financials ... and the outperformance of defensives."
|
|
In graphic design, as in fashion, style is cyclical and tastes are often a kickback against what came just before.
|
|
And the cyclical sectors require the pricing power that comes with better nominal growth to justify the rallies they've had.
|
|
He further explained that Japanese equities are a highly cyclical asset class, sensitive to the domestic and global business cycle.
|
|
Similarly the Dow is not that much up from going back to the last cyclical peak, " he told "Power Lunch.
|
|
The firmer yen hit such cyclical stocks as automakers, while lower U.S. yields dragged down banks as well as insurers.
|
|
Exporters are also benefiting from a cyclical upswing in the global economy, as are other open economies such as Ireland.
|
|
The boundary between that sort of long-term structural unemployment and the temporary, cyclical kind is anything but clear-cut.
|
|
Businesses that are performing well often have profits that are at cyclical highs and that are valued at inflated levels.
|
|
Meanwhile, the calendar spread took 21 months and 34 months respectively to reach its first cyclical peak after each episode.
|
|
"There was a view that this was cyclical," says Ray McGuire, global head of corporate and investment banking at Citigroup.
|
|
Shipping is a cyclical business that is often at the mercy of the ebbs and flows of the global economy.
|
|
Her outbursts were linked to her period, and the cyclical nature of symptoms mirrored the PMDD she'd experienced pre-pregnancy.
|
|
But underlying cyclical forces can turn up regardless of what presidents Trump and Xi Jinping of China decide, and when.
|
|
Both MPM and CGA are exposed to the cyclical and competitive automotive industry and thin margins in the distribution business.
|
|
The recurring cash flow generated by these properties provides BSD's creditors with more protection during cyclical downturns than property sales.
|
|
Counter-cyclical macroeconomic policies are crucial, too, especially in countries that export commodities, the prices of which can fluctuate wildly.
|
|
However, the cyclical nature of trends doesn't just apply to fashion and music tastes — it applies to social media, too.
|
|
Instead, the euro zone should have some centralised counter-cyclical fiscal policy, as Emmanuel Macron, France's president, has called for.
|
|
On the other hand, materials, industrials and technology shares dropped as investors moved away from cyclical and trade-sensitive sectors.
|
|
Our ratings already factored in deteriorating asset quality caused by a cyclical slowdown, but this is likely to be exacerbated.
|
|
Chip stocks "remain the thin edge of the cyclical rotation edge," Fundstrat technical analyst Robert Sluymer said in a note.
|
|
The pan-European STOXX 600 slid 0.2 percent as cyclical sectors weighed, while euro zone blue chips fell 0.3 percent.
|
|
And venture is a risky, volatile business, where profits vary substantially, failure rate is high and returns are highly cyclical.
|
|
His thesis is the struggles would have happened even without the U.S.-China trade war because it's a cyclical issue.
|
|
Given the cyclical nature of economic expansion and contraction, it is reasonable to ask: How long this market will rally?
|
|
Despite airlines' current positive outlook, the sector has not yet found a "cure" to its cyclical nature, the analyst said.
|
|
Fitch has little or no tolerance for Host's leverage exceeding 6.0x during a cyclical downturn at the 'BBB' rating level.
|
|
The firm is advising clients to head back to defensive sectors, after cyclical companies outperformed during the previous three months.
|
|
Beyond the initial transition, we expect provisioning to fall more sharply during cyclical upswings and rise more quickly during downturns.
|
|
And while GDP growth may be cyclical in some nature, the fundamental nature of traffic growth – passenger growth – has changed.
|
|
Fitch expects a cyclical upturn in GDP growth to 3.2% in 2017 and 3.3% in 2018 from 2.0% in 2016.
|
|
The cyclical position of the eurozone economy has improved substantially since the height of the eurozone sovereign crisis in 21045.
|
|
"This is our way to get rid of current cyclical difficulties and problems," Yunnan Tin Chairman Zhang Tao told reporters.
|
|
Wilson added that, in light of these concerns, Morgan Stanley is shifting its focus from cyclical stocks to defensive stocks.
|
|
The view that a Trump presidency will boost growth has led to investors repositioning in more cyclical stocks, Stephenson said.
|
|
The firm favors cyclical stocks such as energy and miners over defensives, based on market behavior during previous similar cycles.
|
|
Credit quality across the loan portfolio remains strong, though Fitch believes credit costs across the industry are at cyclical troughs.
|
|
The pan-European STOXX 256 slid 262 percent as cyclical sectors weighed, while euro zone blue chips fell 0.6 percent.
|
|
Investors have grown more risk-averse with the increasing tensions over trade, driving some to reconsider their pro-cyclical positioning.
|
|
Production growth is accelerating while consumption growth is slowing - conditions reminiscent of cyclical peaks in mid-303 and mid-2008.
|
|
These businesses pertained to commodities, and DuPont wanted to focus on its higher-margin proprietary interests, which were less cyclical.
|
|
In fact, he said at one point, the "cyclical" nature of the show's storylines left him at peace about leaving.
|
|
IF YOU LOOK AT THOSE KINDS OF CYCLICAL INDICATORS LIKE GDP GROWTH WE'RE ABOVE 215% ABOVE THE PRE-CRISIS PEAK.
|
|
While the secular stock trend is still bullish, Suttmeier said he sees suggestions a cyclical bear market has set in.
|
|
"If [1,965] can't hold, the risk of a deeper more traditional cyclical bear market would be in place," he said.
|
|
Investors are taking a tougher line, particularly on cyclical businesses, and are demanding changes to documentation, pricing and even structure.
|
|
In the long term, however, the greatest uncertainty is not cyclical, but structural, as online firms change the industry's shape.
|
|
Cyclical sectors including basic resources, autos and banks, hit particularly hard over the past two sessions in Europe, led gains.
|
|
The favored leaders of the rally are cyclical stocks, like industrials, financials, tech and energy, which has been a laggard.
|
|
"There has always been this cyclical volatility," she said, adding that the poultry unit would help to "flatten" the risk.
|
|
The analyst argued that Apple has become a cyclical company, with its revenue and earnings growth tied to iPhone releases.
|
|
"There is something cyclical here," said Paul De Grauwe, professor of European political economy at the London School of Economics.
|
|
Todd Rosenbluth, senior director of mutual fund research at CFRA Research, is betting on a reversal back to cyclical stocks.
|
|
That is a result of La Niña, the name for the cyclical cooling of the water in the equatorial Pacific.
|
|
However, semis are more cyclical and also more exposed to disruptions in U.S.–China supply chains than are software companies.
|
|
In light of positive output gaps, rising core inflation and pro-cyclical US fiscal policy, this might not be unreasonable.
|
|
They increase the bank's vulnerability to cyclical asset performance fluctuations and account for more than half of total loan allowances.
|
|
The "Nocturne" music reminded me of weather patterns for some reason — cyclical, somewhat predictable (though sometimes not), ethereal, magical, beautiful.
|
|
Just west of nearby Irving Park, Chicago, this neighborhood is a perfect example of just how cyclical markets can be.
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These defensive stocks had been in favor, but they have been selling off while more cyclical names have been rising.
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And Ayr Strategies' Sandelman, an executive who has worked on Wall Street for decades, says he believes markets are cyclical.
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China consumes about 55 million tonnes of pork a year, half of the global total, but production is highly cyclical.
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Throughout the storyline, attempts at peacemaking, cooperation, and parlays are met again and again with bloodshed, betrayal, and cyclical violence.
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Tech giants coining money in a deflationary innovation boom are thriving alongside cyclical "reflation" sectors feeding a global production surge.
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Here are two ETFs, one tracking riskier and more cyclical "high-beta" stocks and the other defensive "low-volatility" names.
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Rather, it needs to be in a cyclical "window of vulnerability" for a negative shock to tip it into recession.
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Investors too have opposed some transactions saddled with excessive leverage or aggressive documentation, particularly from borrowers hamstrung by cyclical industries.
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The rise of young, digital brands spending money to mail us stuff speaks to the cyclical progress of shopping trends.
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"Two-way counter-cyclical adjustment of the exchange rate could help stabilise market expectations in extreme market environment," he said.
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Chart 5 (left) shows a close correlation between JPMorgan's Global Manufacturing Purchasing Managers' Index and a portfolio of cyclical assets.
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Czech banks are well-capitalised and hold extra counter-cyclical capital buffers that many other European countries do not require.
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Cyclical stocks were the worst hit, with the UK banking index falling 0.9 percent and touching a two-month low.
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The metals and mining, basic materials and energy stocks are among the most cyclical groups in the economy, Cramer noted.
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They range from "claustrophobic, contagious, cyclical, vivid, fiery," at the beginning, to "deep breaths, peace and calm," at the end.
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Investee companies that are highly leveraged, lack flexible leadership or are in cyclical sectors of the economy are at risk.
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Its cyclical nature carries a spiritual relevance across faiths and cultures, representing new beginnings, growth, and the passage of time.
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Every day in autumn — a cyclical sense of things reminds us — brings us a little bit closer to the spring.
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If you look at the fundamentals for the cyclical sectors, they're the ones that are posting a negative earnings growth.
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Investors will continue to gravitate toward value and cyclical stocks on the back of easier monetary policy, the analyst said.
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Dr. Alves noted that Brazil suffered cyclical outbreaks of sylvatic yellow fever in rural areas like those in Minas Gerais.
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The "reflation trade," or the bet on an expanding global economy, can be seen in the estimates for cyclical companies.
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"It's historically been very rare that the cyclical peak in stock prices coincides with the peak in momentum," Ramsey said.
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The broader indices have seen a cyclical rotation into value over growth and small company stocks over large company stocks.
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In contrast, ECRI's forecasts are not about whether growth is strong or weak, but about the cyclical direction of growth.
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The generic pharmaceuticals market has stalled of late, but Barrett said this was a symptom of the industry's cyclical nature.
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He believes it may be time to shift equity exposure toward defensive stocks and away from cyclical sectors like technology.
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Fitch expects Panin Sekuritas' capital to provide a comfortable buffer against cyclical business risks and unexpected losses from market turmoil.
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"Tax cuts would at this point in time have a pro-cyclical effect," Ifo economist Timo Wollmerschaeuser told Spiegel magazine.
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"The Fed is now in the midst of a tightening cycle, ignoring structural deflation, focusing on cyclical inflation," he said.
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Another cyclical sectors, consumer discretionary was the next most recommended, with seven overweight ratings, followed by information technology, with six.
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Doug Jones (D-Ala.) bemoaned the thousands of residents in their states trapped in cyclical debt incurred through payday loans.
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But anybody who's now tempted to try out the hard-hat life should know that the industry is deeply cyclical.
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Similarly, when forced to do so by strong cyclical pressures, employers may find ways to better accommodate workers with disabilities.
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"Evonik is one of the more complicated commodities-exposed borrowers and is exposed to cyclical downturns," a senior banker said.
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Other cyclical stocks also lost ground, with shippers Mitsui OSK Lines down sharply by 4% and Kawasaki Kisen also stumbling 4.1%.
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Though more recent deals like the China National Chemical Corporation's $44 billion takeover of Syngenta look less cyclical, real challenges remain.
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Suffering from cyclical depression, he expressed inner turmoil most freely through words, published on the very public platform of his website.
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Inés Cámara Leret: A lot of my work involves using materials found in cyclical processes and spit is one of them.
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Federated Investors' Steve Chiavarone sees four unloved groups bouncing back this year: Dividend stocks, cyclical names, small caps and emerging markets.
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It did not give details about what counter-cyclical factor or factors would be considered, or how they would be applied.
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For example, a cyclical sound wave would be the repetition of a sound clip without a pop in between each repetition.
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Leuthold Group chief investment officer Doug Ramsey turned cautious on stocks months ago, positioning for a cyclical bear market, remains so.
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Though the result does not always read smoothly, it offers an intimate but measured look at the cyclical nature of poverty.
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Cyclical risks in Singapore and other key regional markets are rising amid a slowing economy and continued volatility in commodity prices.
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Other cyclical stocks also lost ground, with shippers Mitsui OSK Lines down sharply by 4.4% and Kawasaki Kisen also losing 4.1%.
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However, for 2016, Fitch is concerned that the pro-cyclical nature of the new Fiscal Code risks medium-term fiscal sustainability.
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"Trump understands that the problems we're facing now are not cyclical," Navarro told CNBC's "Squawk Box, " adding the problems are structural.
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UK property values are highly cyclical, with UK residential properties historically having long periods of value growth, followed by shorter corrections.
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Even if they do not, some part of the economy's buoyancy is probably only temporary, and related to a cyclical upswing.
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Elsewhere in the region, a cyclical rebound may soon peak and growth will be difficult to sustain over the longer term.
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In 2012, James Spletzer and I argued that most of the lagging employment was a cyclical rather than a structural problem.
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Trends are cyclical, so it's no surprise that 40+ years later, the French house is continuing to revamp these each season.
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Structural problems, not cyclical ones, are undermining the U.S. economy's competitiveness and widening the divide between the rich and the poor.
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I think the other thing you see if structurally is a less cyclical market and more of a sustained growth market.
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ECFC is exposed to concentration risk as it provides guarantees and loans to a single cyclical industry in a single country.
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"In my research, I argue that pop culture's attention to Black life and culture through situational comedy is cyclical," she says.
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"We continue to recommend consumer, financial and cyclical firms with solid performance and low valuations," Haitong Securities wrote in a report.
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"We're in this cyclical mess, so we are trying to stop that cycle and provide the financing to buyers," said Pate.
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Goldman said Deere is a cyclical company, and its stock could near a bottom when its results are at their worst.
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While those sectors are normally cyclical, Johnson says that they still have the best relative performance on the market going forward.
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The jobs report Friday handily beat expectations, setting up a winning trade in certain cyclical stocks, if history is any guide.
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"There was no follow through in global equities from the huge China rally on Monday as cyclical stocks underperformed," added Sim.
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By over-tightening the market in 2018/19, OPEC will be creating conditions for the next cyclical downturn in 2020/21.
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Parents in the 1980s and '90s represented the first generation of Chinese families that faced cyclical and forceful birth planning campaigns.
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Benchmark Brent prices have risen by about $22016 a barrel, or 175 percent, since hitting a cyclical low in January 2016.
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Instead, his fecund miniatures brim with the possibility of regeneration; the exhibition's composition gradually comes to seem more cyclical than linear.
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Fitch continues to believe that credit metrics for BAC and the rest of the industry remain at or near cyclical troughs.
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Maher, a sporadically liberal free speech advocate, seems to be blissfully ignorant about the past half-decade of cyclical internet outrage.
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The International Monetary Fund warned Wednesday that European banks cannot solely rely on a cyclical recovery to shrug off their problems.
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"A cyclical recovery will likely be insufficient on its own to restore the profitability of persistently weak banks," the Fund said.
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There are signs of cyclical economic improvement, although challenges remain and the asset-quality review (AQR) has yet to be concluded.
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Mainland, or non-oil, growth excludes oil and gas output but includes the indirect effects of the petroleum industry's cyclical swings.
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Portfolio managers have reacted to an increasingly bearish news flow amid signs the oil market has passed its current cyclical peak.
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The sector, cyclical in nature, has been going though a slowdown since 2011, when growth was 13 percent at constant currencies.
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Like other cyclical industries, staffing shares benefited from hopes that tax cuts and fiscal stimulus would boost growth and corporate earnings.
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It is subject to cyclical swings depending on how much supply, how much demand and this affects the price of oil.
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"Given the current conditions, there's not much room for sales to march again towards June's peak cyclical sales pace," Yun said.
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They say fashion is cyclical, which explains why skinny jeans come and go and chokers are back on starlets these days.
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Underwriting standards have mostly been stable and we generally expect a manageable cyclical deterioration even in the more challenged banking markets.
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He said that hurricane seasons were "cyclical," and noted that scientists had accurately predicted this year would bring larger average storms.
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One, it helped lower the unemployment rate by a couple of tenths to 4.2 percent, which is a new cyclical low.
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He also said the bureau would open for reconsideration its November 85033 rule on payday loans meant to curb cyclical debt.
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When Wall Street talks about auto sales peaking, it means peaking in a cyclical sense (more on that in a minute).
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The residential market in China is cyclical, creating attractive windows for mezzanine lending when liquidity tightens due to government policy measures.
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For now, Wilson and the stock strategists recommend overweighting pro-cyclical late-cycle sectors such as energy, technology, industrials and financials.
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In some ways, Germany is therefore a country in which a cyclical recession is overdue following a very long economic expansion.
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I often think about how cyclical both good and bad fortune are; sometimes things fall your way and sometimes they don't.
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That's led to gains for cyclical stocks like banks and tech hardware companies and a shift away from more defensive equities.
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Typically, defensive sectors, such as health care, consumer staples, telecoms, REITs and utilities, hold up better than cyclical ones, said Thooft.
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"The combination of weak cyclical and structural forces is seen working against the currency," HSBC analysts said in a research note.
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"I want us to think in the United States about migration not just as linear but as cyclical," Ms. Kleyn said.
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"The cyclical improvement is spreading to most industrial sectors," Visco said in a speech in the central Italian town of Assisi.
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Other factors include weakness in some of its more cyclical businesses offset by good growth in other parts within the group.
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There's an almost cyclical nature to his life–it's a blue ouroboros recreating itself, the past and future an inseparable whole.
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As an indication of how cyclical these things can be, the East won six of the first seven SEC championship games.
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At the same time, the structure Szalay establishes for the book points to the cyclical, to the rhythmic working of time.
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"The cyclical conditions for international equities to outperform are present, particularly with emerging markets," Thomson said at a recent press briefing.
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But maybe the cyclical one will be more bumpy than the one that we had in the last 10 15 years.
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"Such flexibility is needed to avoid, as much as possible, pro-cyclical, unintended consequences for the financial sector," the Eurogroup said.
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QUARLES SAYS FED INSTEAD SHOULD CONSIDER EITHER RAISING COUNTER-CYCLICAL CAPITAL BUFFER BASELINE OR MINIMUM CAPITAL REQUIREMENTS UNDER STRESS CAPITAL BUFFER
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The researchers tied the pause in melting to a reversal of the cyclical weather phenomenon known as the North Atlantic Oscillation.
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It's cyclical and deliberate, like late-1970s big-band soul music, and only barely bothers to showcase Mr. Timberlake's lithe voice.
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The reasons for the increase in border traffic are many, including the cyclical nature of migration and a booming American economy.
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Some analysts attribute the weakness to an absence of significant federal gun control legislation, or to the firearms industry's cyclical nature.
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In reality, it's highly likely that as a society we frequently have cyclical preferences in political and policy choices before us.
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But some parts of the economic landscape are more cyclical than others—that is, they have bigger booms and deeper slumps.
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"There have of course been cyclical peaks and troughs since then, but it always seems to keep coming back," Yasar added.
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Faced with industry disruption and a looming cyclical downturn, it's not clear he can do anything to stop any of it.
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Meanwhile, they recommended accumulating financial stocks and in cyclical sectors such as metals and machinery that benefit from a building boom.
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Another explanation for 2019&aposs challenges is the cyclical nature of the trucking industry — big upticks are typically followed by downturns.
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Builder sentiment had jumped to a cyclical high in March, following a move by the Trump administration to ease water regulations.
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Defensive shares, such as food companies, were among the worst performers as investors moved out of them to more cyclical shares.
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The city-state's manufacturing sector has suffered particularly, buffeted by the trade tensions and a cyclical downturn in the electronics sector.
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Meeks agrees that chips are undergoing a cyclical slowdown, though he argues it won't be as destructive as in the past.
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In a sentence: "The global outlook is fragile, with increasing signs that the cyclical downturn is becoming entrenched," the OECD wrote.
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We have to be ready to face this part of the cycle because we know we are in a cyclical business.
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Lior Ron, head of Uber Freight, said the soft market conditions were just a byproduct of the truck industry's "cyclical" nature.
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"It looks to us like this rolling bear is quickly turning into a cyclical bear," Wilson wrote to clients on Monday.
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"Investing recommendations: "Given our views on cyclical leadership, we are upgrading more economically sensitive groups including financials, industrials, materials, and energy.
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More Volatile Development Business: Pakuwon also has significant exposure to development properties, where cash flows are inherently cyclical and more volatile.
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Cowen points to a number of headwinds for Dick's, including increasing digital competition and the negative side of industry cyclical trends.
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"We like secular growth stories like technology and healthcare, and we like cyclical value stories like banks and energy," he said.
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If the automobile business in the United States is indeed a cyclical affair, the station wagon is due for a renaissance.
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"The main risk to global container demand relates to a further cyclical slowing of the global economy," the company said. 5.
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Another headwind for semiconductors, a cyclical sector that ebbs and flows with the economy, is the slowdown of global economic growth.
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Meanwhile, the newly introduced counter-cyclical factor in the comprehensive margin will reduce the volatility of reserves when interest rates fluctuate.
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Cronk said that given technology's strong performance over the last year, investors may be better suited sticking with other cyclical stocks.
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But it also understands that systemic violence often becomes cyclical because, in certain hands, it becomes a terrible, effective social tool.
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It's only a problem when I turn that into a cyclical pattern, or fail to see the personal harm in things.
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I think there are timeless elements, I think that there are cyclical elements, and I think there are brand new elements.
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But while I like the drama this possibility yields, I worry we're already stuck in a bit of a cyclical malaise.
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"This confirms that the cyclical bull market from March 9, 19823, has surpassed the length of the June 1949-August 1956 rally to become the second longest cyclical bull market in excess of 20 percent (without a 20 percent drop) since the December 1987-March 2000 advance," wrote Stephen Suttmeier, technical research analyst at BofA Merrill Lynch.
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Venture-backed startups live in a crazy hyper-cyclical world driven by the constant and mutually reinforcing dynamics of burn and valuation.
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Lee said market leadership shifted from defensive sectors such as health care and consumer staples to cyclical stocks the next eight years.
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Is there a certain warning there, I ask Gibson, about the cyclical nature of history and the human drive for self-destruction?
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"The cyclical and structural factors on inflation from the labor market are real and we shouldn't ignore them," he told a conference.
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As cyclical as they may be, it's not as easy to predict the comeback of trends as it is to catalogue them.
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RATING SENSITIVITIES Positive rating action is not expected due to limited project scale and exposure to the highly cyclical industrial development business.
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The bright spots are that weak iPhone demand seems partially cyclical, other units are faring well, and the installed base is rising.
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In December, such funds bought at levels similar to those of 2002, 2008 and 2011, near the end of cyclical market bottoms.
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Within fixed income allocations, duration exposure is likely to be trimmed, while value and cyclical stocks should outperform defensives and dividend plays.
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Wu said that the recent sharp correction in cyclical stocks could provide buying opportunities, if coming economic indicators point to continued recovery.
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Cyclical behaviour is the oil market's most distinctive characteristic and deeply rooted in the industry's structure rather than mistakes by its leaders.
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These moves, Muilenburg said, would allow Boeing to create a steady, sustainable business in what has historically been a highly cyclical industry.
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It's a cyclical pattern that Republicans close to the White House predict will dominate at least the first year of his administration.
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It, therefore, seems that there is not much more that monetary policy can achieve through cyclical changes of the demand for labor.
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Cyclical stocks, such as those in chip-related sectors, were in demand, with Advantest Corp up 4.7% and Tokyo Electron rising 2.8%.
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"Private credit, leveraged lending, and high yield debt have been concentrated in businesses that are highly cyclical and have riskier credit profiles."
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Santos is especially bullish on the "cyclical" sectors that do best in an improving economy, such as consumer discretionary, financials and technology.
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Then at the beginning of this week, the group began to sell-off as part of a rotation out of cyclical stocks.
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Historically, the movie business has been reliably cyclical, with each of the six major studios — Disney, 20th Century Fox, Universal, Warner Bros.
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The BoE said it still intended to raise a separate counter-cyclical risk buffer to 1 percent in November from 0.5 percent.
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Cyclical stocks, such as those in chip-related sectors, were in demand, with Advantest Corp up 5.1% and Tokyo Electron rising 2.8%.
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"Quality, stronger-growth areas/investments should become more attractive to investors relative to areas/investments with a more-cyclical profile," McCain said.
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"Energy creates cyclical but significant job creation, small firm growth, and consumer activity," Mark Muro, who co-authored the report, tells Axios.
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CFRA's Sam Stovall told investors the and select cyclical sectors will likely outperform during the next six months based on historical patterns.
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Cheap-looking, controversial and highly cyclical stocks have lagged for years and often struggle in the later phases of an economic cycle.
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The bank's ratings could be downgraded if its ability to withstand cyclical asset quality deterioration declines due to lower earnings and capitalisation.
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The central bank said on Thursday it did not see reasons to raise the counter-cyclical capital buffer in the near future.
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