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US Economy

Climate Tech Could Be 2024’s Hottest Job Market

TL/DR - In 2023, significant layoffs in the tech sector saw over 240,000 jobs lost, including nearly 7,000 in November alone. However, the climate tech sector has shown growth, with clean energy jobs increasing by 10% over the past two years, according to a report by industry group E2. Looking forward, the fastest-growing job fields are…

Manufacturing’s Slump Persists Amid Renaissance Indications

TL/DR - The U.S. manufacturing sector is experiencing a boom in factory construction due to government subsidies, suggesting a potential golden age. However, it is also experiencing its longest slump in over 20 years, with activity declining for 13 consecutive months, the longest such period since 2002. This information is based on surveys…

Five Non-Events of 2023

TL/DR - In a retrospective of 2023, Atlantic Council experts discuss five significant events that didn't occur: a U.S. recession, Russia using a nuclear weapon in Ukraine, China invading Taiwan, Russia stopping Ukraine from exporting grain, and the U.S. and EU entering a trade war. The article suggests that these non-events had real-world…

Outlook Outtakes III: Growth, Private Markets, Infrastructure – AGF

TL/DR - The members of AGF's Investment Management Team have posited that interest rates may have peaked, and inflation should remain under control, providing a better backdrop for risk-taking activities and growth stocks. The team also predicts that the end of the rate-hiking cycle could catalyze an increase in positive outcomes, with capital…