The Nowcasting Blog

AKAnomics  delivers Revenue Nowcasting estimates for US Industrials and Materials names to fundamental and quantitative hedge funds. A question persistent on investors’ minds is whether the economy is showing signs of strain from tariffs, inflation, and demand. Based on our real-time analysis of 6000+ macro data from around the world, AKAnomics  data indicates that 25Q3 organic revenue growth for this group is holding up well, slightly better than 25Q2 driven by improving gro

AKAnomics delivers Revenue Nowcasting estimates to both fundamental and quantitative hedge funds. A natural question asked by “quant” funds is if AKAnomics signals can be defensibly combined with other quant signals to further improve risk-adjusted returns. We believe that Mean-Reversion is one such signal. It makes sense to us that if a company’s price has recently gone up significantly (from its historical average), then a positive expectation for revenue surprise is unlike

AKAnomics focuses on Nowcasting current quarter revenues of companies, especially in cyclical industries like US Industrials and...

The focus of the 5 th  Monthly AKAnomics Webinar was Q3 revenues – what the world’s economic data is suggesting, and how AKAnomics...

Q2 Recap Q2 Industrials organic revenue growth came in flat as outlined by AKAnomics in its last webinar. AKAnomics had highlighted 25...

In 25Q2 AKAnomics highlighted 25 companies with significant disconnect from consensus, out of the 140 US Industrials/Materials/Consumer...

The proof is in the pudding! AKAnomics uses macro-economic data to decipher which US Industrials, Materials, and Consumer Discretionary...

Industrial Growth and Market Trends Q2 organic growth is expected to be flat, similar to Q1. Data shows slight deceleration in North...