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JOLTED: Job Openings Suggest Labor Pressures Abating August 29, 2023

By Steven Vannelli, CFA in Economy

Today the monthly Job Openings and Labor Turnover survey came out for the month of July. Expectations were for 9.5 million job openings, but the actual figure came in at 8.87 million, representing the biggest miss in recent history. This miss is further evidence that…

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Siemens AG is a global leader in electrification, automation, and digitalization. With headquarters in Munich, Germany, this multinational conglomerate has etched its mark on industries ranging from energy to healthcare. For Siemens, the problems of today are the opportunities of tomorrow. The company recognizes that the…

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Spotlight Enphase Energy: Enhancing the Solar Wave August 22, 2023

By Knowledge Leaders Team in Knowledge Leaders

Enphase Energy is revolutionizing the solar industry, one micro-inverter at a time. This Knowledge Leader stands as a beacon in the renewable energy sector, with its mission centered around harnessing the power of the sun to create a sustainable future. Established in Fremont, California, this…

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Spotlight ASML: Lighting Up the World of Semiconductors August 17, 2023

By Knowledge Leaders Team in Knowledge Leaders

Based in Veldhoven, Netherlands, ASML is the world’s leading supplier of photolithography equipment essential for semiconductor manufacturing. As the demand for faster, smaller, and more efficient electronic devices grows, so does the need for advanced semiconductor manufacturing techniques. Traditional methods have their limitations, and ASML’s…

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Dysfunction in China August 15, 2023

By Steven Vannelli, CFA in Economy, Markets, News

Today was a disaster for Chinese economic data. In the table below, we can see that every single data point missed consensus expectations in the wrong direction. Activity undershot expectations across the board. Data for China has been trending down for most of the year,…

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Spotlight IBM: A Century of Innovation August 08, 2023

By Knowledge Leaders Team in Knowledge Leaders

IBM, short for International Business Machines, is a global technology leader specializing in quantum computing, artificial intelligence, and cloud solutions. This Knowledge Leader provides the consulting, software, and infrastructure that brings together the technologies and services to address business challenges. CEO Arvind Krishna has said,…

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