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The Nowcasting Blog
25Q2 Industrials Nowcasting Performance
In 25Q2 AKAnomics highlighted 25 companies with significant disconnect from consensus, out of the 140 US Industrials/Materials/Consumer...
Aug 7, 20251 min read
Can economic data help systematically pick stocks?
The proof is in the pudding! AKAnomics uses macro-economic data to decipher which US Industrials, Materials, and Consumer Discretionary...
Jul 30, 20251 min read
Webinar summary for The Nowcasting Edge: Monthly AKAsights into Industrials Focus on Q2 (07/18/2025)
Industrial Growth and Market Trends Q2 organic growth is expected to be flat, similar to Q1. Data shows slight deceleration in North...
Jul 21, 20251 min read
Industrial Nowcasting Reveals Q2 Stability Amid Deteriorating Q3 Outlook
A recent macroeconomic nowcasting webinar analyzed current industrial performance using over 6,000 global data points, tracking 140...
Jun 25, 20252 min read
Industrials Equity Analysts: Too much data, too little analysis.
Wall Street Industrials analysts typically follow a few key macro indicators around the world to track their companies (e.g., Industrial...
Mar 28, 20251 min read
AKAnomics Case Study: 24Q4 WLK Revenue Nowcast
In 2024Q4, AKAnomics highlighted 27 companies as beats or misses within its tracking universe of 145 US Industrials, Materials, and...
Mar 12, 20252 min read
2024 Q4 Hit Rates
With the majority of our tracked names having reported earnings for 24Q4, we are pleased to announce another quarter of high performance....
Feb 27, 20251 min read
Tracking International Growth Critical for Nowcasting Company Revenues
With looming policy changes in trade tariffs, we wanted to share our insights on the international exposure for US Industrial companies....
Feb 19, 20251 min read
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