25Q2 Industrials Nowcasting Performance
- ajitagrawal62
- Aug 7
- 1 min read
In 25Q2 AKAnomics highlighted 25 companies with significant disconnect from consensus, out of the 140 US Industrials/Materials/Consumer Discretionary names it tracks. With 25Q2 earnings season set to wrap up with a majority of those 140 companies having announced their results, AKAnomics estimates were on the right side of consensus for 15 of the 21 names (73% hit rate). The higher the hit rate, the stronger is the forward returns characteristics (see blog), and positioning signals for systematic and discretionary investors. With this quarter's strong outcome, we have now demonstrated a strong 69%-79% hit rate characteristic from our economic-data driven equity Nowcasting results over the last 6 quarters of live data.
If you'd like to learn more about how our Nowcasting signals can help you blind spots in your US Industrials portfolio, please reach out to us at info@akanomics.com.

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