Finding Signal In Noisy Auto Data

Luis Alvarez/DigitalVision via Getty Images By Sam Korus, Director of Research, Autonomous Technology & Robotics Since late 2023, media headlines have seized on data showing that electric vehicle (EV) sales growth decelerated in 2022 and 2023, from +113% in 2021 to +59% and +28% on a year-over-year basis, respectively. Our research contextualizes this deceleration in…

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Finding Market Opportunities Amid Headwinds

olm26250 Markets have started November on stronger footing than previous months, but can that momentum continue? David Sekera, Chief U.S. Market Strategist with Morningstar Research, discusses current market valuations and the potential impact of slowing growth with MoneyTalk’s Greg Bonnell. Greg Bonnell: After a rough couple of months, markets have had a good move higher…

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BILS: Finding Shelter In Shorter Duration Treasuries

wsmahar Amid heightened supply concerns at the long end, the inverted Treasury yield curve has begun to ‘dis-invert’ in recent weeks, moving ten and thirty-year yields closer toward the >5% offered by shorter duration Treasury bills (T-bills). Yet, the front end still has good demand support from foreign inflows (net purchasers of U.S. debt over…

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