Top Tweets for #ChartofTheWeek
Chart of the Week - India’s fiscal discipline holds steady as deficit quality improves.
#ChartOfTheWeek #FiscalDiscipline #FiscalHealth #MacroAnalysis #InvescoMutualFund #InvescoIndia
While AI leaders remain key drivers of earnings growth, the rest of the market is showing strong growth too, reinforcing our constructive view for stocks. #chartoftheweek https://t.co/ysU7sBOviN
Proprietary product is becoming the MO for success in eCom.
Stores winning on product as their USP up 50% in 3 years.
Storytelling, service, marketing savvy — all flat or down.
#chartoftheweek
El Chart de la semana por Paul Lombera. #chartoftheweek
Actualización de la situación de mercado y actualización de las US Treasury Notes a 10, 5 y 2 años.
https://t.co/6qqluaRESM
📈 BCA’s #ChartoftheWeek!
Markets become vulnerable when the wisdom of crowds gives way to the madness of crowds. @DhavalVJoshi notes:
📊 Efficient markets turn information into accurate prices
⚠️ When crowd behavior breaks down, markets become inefficient and vulnerable
🧠 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
📈 BCA’s #ChartoftheWeek!
Strong and broad Q1 earnings are keeping the investment-led cyclical story intact. @WeisbergerNoah notes:
📊 S&P 500 companies are beating estimates at a well-above-average pace
📈 Positive surprises span all sectors
💵 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.
Being small is hard. 4x harder.
Small business were 4x more likely to report last year as their hardest ever (controlled for business age).
Lesson for small biz? Keep going, build the reps. The moat is forming.
#chartoftheweek
📈 BCA’s #ChartoftheWeek!
The Hormuz crisis is likely to disrupt urea markets because supply cannot adjust quickly. GeoMacro analyst Jose Yanes notes:
1. Natural gas alone isn’t enough, urea also needs ammonia capacity
2. Most production is concentrated in low-cost gas producers like the Middle East and Russia
3. New plants take years and billions to build
Some new capacity is coming, but not enough to offset war-related losses.
Despite numerous shocks, global equities have remained resilient and are up 11% annualized since 2020. Will the trend continue? #chartoftheweek https://t.co/WU72OMPwDz
📈 BCA’s #ChartoftheWeek!
The K-shaped economy now extends to business investment. @DougPeta notes:
💻 Demand for information processing equipment is growing even faster than in 1999...
📉 ...yet demand for everything else has only kept pace with inflation for 12 years
📊 The K-shaped same divide now shows up in investment, profits, and equity performance
The durability of the tech capex boom will determine when investors should rotate away from the tech-dominated US, and Korea and Taiwan in EM.
Chart of the Week - US led demand fuels India’s Q3 export momentum across core manufacturing sectors.
#ChartOfTheWeek #IndiaExports #ExportGrowth #USDemand #GlobalTrade #MarketInsights #SectoralGrowth #InvescoMutualFund #InvescoIndia
Not only are earnings expectations on the rise right now, but earnings strength is also broadening across industries. #chartoftheweek https://t.co/DrLrisXylZ
📈 BCA’s #ChartoftheWeek!
The dollar is not losing its role, but it is losing its exclusivity. @SavaryMathieu notes:
💵 No single currency can replace the USD
🧩 Reserve managers can now source its functions across multiple assets
📊 That means lower dollar concentration at the margin
The result is a structural bid for reserve assets that replicate what the dollar no longer monopolizes.
Aluminium has become the latest commodity to spike as the continued blockage of the Strait of Hormuz threatens a prolonged disruption to Middle Eastern supply.
The Gulf accounts for around 9% of global aluminium production.
Check our #ChartOfTheWeek for more insights.
#BarodaBNPParibasMutualFund #MarketInsights #MutualFunds #MutualFundsSahiHai
📈 BCA’s #ChartoftheWeek!
Even after Hormuz reopens, energy markets will take time to normalize. @RoukayaIbrahim notes:
🛢️ Oil already stranded in the Gulf would still take up to 4 weeks to arrive to destination
🏭 Restoring Gulf production would take about a month
🚢 Those extra supplies would then need another 1–3 weeks to reach market
Relief will come gradually, not immediately. Expect Brent to stay above $80/bbl this year.
📈 BCA’s #ChartoftheWeek!
EM equities look vulnerable because prices have risen much faster than profits. @BudaghyanArthur notes:
📈 Since Jan 2023, MSCI EM is up 40% in USD...
📊 ...But EM EPS is up only 12% in local currency
⚠️ Outside financials and hardware tech, the mismatch is even larger
Before the recent pullback, EM stocks had already rallied strongly even as EBITDA stayed broadly flat.
📈 BCA’s #ChartoftheWeek!
The JPY's recent two-way price action reflects fundamentals, not intervention. Artem Sakhbiev notes:
📉 Pre-ceasefire JPY weakness reflected fiscal concerns, the energy shock, and a stronger USD
📊 Wider real yield differentials and worsening terms of trade also weighed
⚠️ The move was orderly, so intervention was unlikely
The rebound followed easing oil-shock pressure, not official action.
📈 BCA’s #ChartoftheWeek!
Humanoid robotics remain in the early innings. @JLaBergeBCA notes:
🤖 Only 13k units shipped in 2025
🏭 Autos & mfg are still testing the technology
⚠️ Cost, battery, regulatory, and privacy hurdles remain
Automation could lift productivity and be disinflationary, with China well positioned to benefit.
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