Top Tweets for #CHARTOFTHEWEEK
๐ BCAโs #ChartoftheWeek!
Chinaโs grid buildout is becoming a structural advantage in the age of electrification.
Our strategists @jingsima_econ @RoukayaIbrahim @mgertken note:
โก The key global bottleneck is no longer power generation, but the ability to transmit and store electricity
๐ญ Chinaโs grid scale is lowering industrial power costs, improving energy security, and strengthening manufacturing and AI
๐บ๐ธ The US remains competitive through innovation, but may need to respond by expanding grid capacity
As the U.S. marks 250 years of resilience, the investing lesson is timeless: wealth is built through patience, discipline and staying invested. #chartoftheweek https://t.co/tPmk2rHzRi
After making significant progress in bringing inflation down from post-pandemic highs, the Federal Reserve now faces a more difficult challenge: the final stretch toward its 2% target.
#ChartOfTheWeek #MacroMonitor #Inflation #CorePCE #FederalReserve #InterestRates #EquityRT
#ChartOfTheWeek | Which countries have the strongest Higher Education Systems?
Looking beyond individual universities, our #HESIndex measures how institutional performance is
distributed across entire national HES.
The results reveal some surprising patterns.๐งต
Only 4.3% of U.S. manufacturers on-shored supply chains due to tariff policy.
With overall tariff burdens lessened this year by SCOTUS, not likely to see this increase.
#chartoftheweek
Chart of the Week: Brent crude slips back to pre-conflict levels as supply concerns ease.
#ChartOfTheWeek #BrentCrude #OilMarkets #CommodityMarkets #EnergyMarkets #GlobalMarkets #InvescoMutualFund #InvescoIndia
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๐ BCAโs #ChartoftheWeek!
As AI concentration rises in public equities, Real Estate offers diversification against a growth shock. @AltsPayne notes:
๐ข RE outperformed in the Dot-Com bust
๐ RE underperforms in credit shocks, not growth shocks
โ ๏ธ Even Office should prove more resilient than bearish expectations imply
Cap rates are already near GFC levels, and high income yield should cushion weaker NOI growth
Meta is, not surprisingly, the eCom traffic king.
Didn't expect to see Direct at #3 behind Google.
Anything else surprising you here?
#chartoftheweek
๐ BCAโs #ChartoftheWeek!
Chinaโs weakening economy is likely to bring more fiscal support in H2, but the benefits will be concentrated. @jingsima_econ notes:
๐๏ธ Support is likely to flow to grid and AI-related infrastructure
๐ The spillover to consumers should remain limited
โ ๏ธ Weak activity and slowing profit growth point to higher equity volatility in H2
๐ #ChartOfTheWeek |Is bigger actually better in Open Science?
Open platforms like OpenAlex, The Lens, and OpenAIRE now contain more publication records than traditional commercial databases like Scopus. Access to research metadata is more open than ever. ๐งต๐
๐ BCAโs #ChartoftheWeek!
The coming IPO wave is more likely to test AI scarcity premiums than to mark a broader market top. @WeisbergerNoah notes:
๐ IPO activity is set to surge after years of muted flows
๐ That may weigh on returns and limit multiple expansion
๐ค The bigger risk is within AI, where new listings could dilute todayโs scarcity premium
Public AI proxies may face pressure once investors can buy private leaders directly.
๐#ChartOfTheWeek | Four distinct models of HES Performance.
Our analysis of national performance curves revealed 4 distinct models of HES development, each reflecting a different balance between excellence concentration and system-wide performance. ๐ https://t.co/duJ4QB3IQr
Biggest surprise w/ repeat purchase rates for eCom:
Higher repeat rates don't correlate with higher profit margins.
How does your brand stack up? #chartoftheweek
๐ BCAโs #ChartoftheWeek!
After correctly predicting Argentina in 2022, our "Most Important Of All Unimportant Forecasts" now points to France as the most likely 2026 FIFA World Cup winner.
Few sporting events are as macro as the World Cup. Its four-year cycle, limited historical sample, and newly assembled teams create a high-variance setting that rewards BCAโs top-down, multidisciplinary approach.
We wish everyone a great World Cup!
Chart of the Week - Indiaโs fiscal discipline holds steady as deficit quality improves.
#ChartOfTheWeek #FiscalDiscipline #FiscalHealth #MacroAnalysis #InvescoMutualFund #InvescoIndia
๐ BCAโs #ChartoftheWeek!
Markets become vulnerable when the wisdom of crowds gives way to the madness of crowds. @DhavalVJoshi notes:
๐ Efficient markets turn information into accurate prices
โ ๏ธ When crowd behavior breaks down, markets become inefficient and vulnerable
๐ง A loss of complexity can signal that shift in real time
That breakdown creates recurring opportunities for active managers.
Remote teams are killing it in eCom.
Faster growth, fatter margins, smaller overhead and team size.
And TWICE the rev/employee? Yes please.
#chartoftheweek
๐ BCAโs #ChartoftheWeek!
Strong and broad Q1 earnings are keeping the investment-led cyclical story intact. @WeisbergerNoah notes:
๐ S&P 500 companies are beating estimates at a well-above-average pace
๐ Positive surprises span all sectors
๐ต Large-cap margins hit a record 13.9%
Capex expectations are still rising. Geopolitical and credit risks are building, but they are not yet cycle-defining.
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