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The Nowcasting Blog


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 281 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 122 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 271 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 191 min read

Industrials Price Growth Stabilizing
Tracking output prices for a sector is most meaningful either when the price fluctuations are high relative to demand, and/or where the...
Feb 111 min read

2024Q4 Machinery Showing Revenue Misses
AKAnomics is estimating 6 out of 22 US Machinery companies under coverage to significantly miss 2024Q4 revenues, with no names having...
Jan 291 min read

2024Q4 Paper & Packaging Sector Showing Muted Growth with Softer Pricing
As the companies start to report 2024Q4 results, AKAnomics Inc is tracking 130 US Industrials/Materials/Consumer Discretionary companies....
Jan 271 min read

Slowing Pricing in Chemicals & Transportation
AKAnomics Nowcasting is suggesting that pricing-related change in revenue growth slowed substantially for Chemicals and Transportation...
Jan 221 min read
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