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Against this more favorable backdrop, could Box be getting ready, too?
To profit from the favorable backdrop for capital markets, you can invest in the SPDR S&P Capital Markets ETF, which carries a better than 2% yield.
All of this adds up to a favorable backdrop for equities: Shares are being taken out of the market at a much faster clip than new shares are being created.
While banks in advanced economies - especially in Europe - were deleveraging, unconventional monetary policies and hype about emerging and frontier markets comprised a favorable backdrop for a massive surge in the latter's bond issuance (Chart 1).
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Also boding well is a favorable regulatory backdrop, including a key court ruling.
Against a more favorable financial backdrop, reappointment would be practically assured, county and hospital officials say privately.
Considering its profit momentum and favorable industry backdrop, the stock has further to go.
So assuming a more favorable technology backdrop, how should investors evaluate potential technology investments?
We think that a favorable macroeconomic backdrop should continue to bolster the home improvement industry, Lowe's included, for the foreseeable future.
Given that it is hard to envision a sustained market downturn without an earnings recession, we are not unhappy to see a favorable economic backdrop!
A new report from Global Media Intelligence on Friday predicted that the fortunes of movie theater operators like Regal Entertainment and Cinemark Holdings would be "increasingly favorable against a backdrop of highly negative economic news".
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