Global Valuations, EVs in Overdrive, China's Housing Rollercoaster, and Chipotle Risks It For The Brisket.
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Chipotle Risks it for the Brisket | LikeFolio. Gone are the days when Chipotle releases sub-par additions to its menu. Ever since new leadership entered the building, Chipotle has leveraged new menu items to renew interest among loyal consumers and even usher new ones through its doors. Now the company is at it again...this time with BRISKET.
Auto Industry Goes into Overdrive on EV Activity | Amenity Analytics. A Climate Week announcement from Ford on increased electrification efforts was the first in a string of similar headlines coming out of the auto sector. As a result, our ESG Safeguard platform’s Top Movers rankings for the week featured several key players, and surfaced key activities from General Motors, Tesla, Toyota, TVS Motor and Volvo.
Arkansas Teachers Pension Approves Nearly $700m in Commitments | MandateWire. The $21.1bn Arkansas Teachers Retirement System’s board of directors approved $690m in new commitments across private equity, real assets, and private debt during a September 27 meeting.
The Daily Update: Debt Ceiling Olive Branch | Stratton Street Capital. Senate Minority Leader Mitch McConnell yesterday held out an olive branch in a surprise offer of a short-term suspension of the U.S. debt ceiling that would avert any default and the knock-on economic fallout until Democrats are able to pass a more permanent solution before the end of the year.
Operators Must Blow Open the Cellular Fortress to Capture IIoT Success | Wireless Watch. One of the most important changes in telecoms mindset in recent years has been the recognition that one technology, however broad and heavily supported, cannot support all the myriad connectivity and data requirements of industries worldwide, especially as they start to implement Industrial IoT strategies.
China Housing: 10 Years in 30 Seconds | Real Estate Foresight. This animation demonstrates the policy tightening effects of recent years in mainland China property markets. Watch how the house price growth y/y across 70 major cities was changing month by month from January 2012 to August 2021.
Chart of the Week - Global Equity Valuations
A significant valuation gap exists between US and ex-US stocks—even after adjusting for sector weight differences. We maintain a multi-year positive outlook on global ex-US equities and forecast its valuation discount to US stocks to narrow (read, from Topdown Charts).
Contributor Spotlight: Blain's Morning Porridge
Blain’s Morning Porridge cuts through market groupthink straight to the heart of global finance and markets with unbiased, unrestrained, practical and brutally pragmatic commentary, explanation and analysis of the major trends.
The Morning Porridge offers subscribers insights on all the factors that influence global markets: business & commerce, politics, the environment, the economy, aspirations, fashion, populism and more. It identifies the narratives driving market activity, macro and micro factors, threats and opportunities, and the delusions that often accompany market moves. Read Blain's Morning Porridge here.
And Lastly… Looking for Holiday Season inspiration?
Optimize your holiday season strategy - Unwrap eCommerce insights (read, from Similarweb ).
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