Documents tagged "Cyclicals"
Found 3 documents with this tag
HOUSE_OVERSIGHT_024302.txt
The document appears to be a proxy statement from Carvana Co., an auto dealer company based in Tempe, AZ. The document is required by the Securities and Exchange Commission (SEC) under Section 14(a) of the Securities Exchange Act of 1934. It contains information about key people, places, and topics related to the company's operations, governance structure, and financial performance. It also includes details of any proposed transactions or changes in control that shareholders should be aware of before making their voting decisions at an upcoming annual meeting.
HOUSE_OVERSIGHT_014460.txt
The European Equity Strategy report outlines key takeaways and predictions for the year ahead. Key topics include reflation, EPS growth, defensive vs cyclical rotation, political risk, valuation overhangs, ECB reversal on QE, and potential market highs. The report recommends a more balanced approach to investing and cautiousness regarding UK domestic Retail and Travel sectors. It predicts high single-digit upside for European equities, but also notes that politics could weigh near term. Additionally, the report suggests that modestly higher yields and higher equities are compatible as long as inflation breakevens do not fall.
HOUSE_OVERSIGHT_014404.txt
The document is an investment strategy report focused on Japan. It predicts the Nikkei index will reach 20,000 by the end of 2017 due to bullish equities and a rotation into cyclicals, banks, and insurance. The upturn in inventory cycle and higher inflation are expected to drive this growth. The new Chief Japan Economist Izumi Devalier supports these predictions with forecasts of above-consensus GDP growth and inflation in 2017.