The Nowcasting Blog

We are delighted to share that once again in 25Q4, AKAnomics Inc’s revenue estimates for 140 companies delivered a hit rate (right side of consensus) of 70%, similar to the rest of the live period since 2022, and backfilled history of 10+ years. We built AKAnomics Inc to continuously monitor live global macro data to help investors determine if a company’s current quarter revenues will beat or miss consensus. The global macro data provides information on the performance of de

AKAnomics is delighted to announce that it has expanded its Nowcasting revenue tracking methodology to now track 175+ companies in the US Industrials (88), Materials (41), Consumer Discretionary (34), and Consumer Staples (13) GICS sectors. Together these companies have a combined market cap of $5.4T, and average daily volume of $25+ Billion. AKAnomics revenue estimates for the current unannounced quarter shows a 65%+ hit rate (i.e., landing on the right side of consensus) ov

In 25Q3 AKAnomics highlighted 45 companies with significant disconnect from consensus, out of the 140 US Industrials/Materials/Consumer Discretionary names it tracks. With 25Q3 earnings season wrapping up with a majority of those 140 companies having announced their results, AKAnomics estimates were on the right side of consensus for 33 of the 45 names (73% hit rate). The higher the hit rate, the stronger is the forward returns characteristics (see blog ) , and positioning s

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...