Deflation Is Also Sticky
Inflation in China has significantly decreased, sparking worries about potential deflation amidst signs of economic recovery driven by a manufacturing boom that's causing trade disputes internationally.
Go Deeper (2 min read)Nearshoring With A Global Impact
Major technology companies from the United States are shifting their focus towards Mexico for the production of artificial intelligence (AI) equipment, moving away from their previous reliance on China.
Go Deeper (2 min read)Inflation Is Sticky
Achieving a decisive victory over inflation is turning out to be more elusive than previously anticipated, presenting a significant challenge for central banks worldwide and casting doubt among markets.
Go Deeper (2 min read)Spending Doesn't Cool Down
Despite the economic uncertainty, Americans are continuing to spend, challenging the expectations of many business leaders about consumer behavior in slower economic times.
Go Deeper (2 min read)Chipmaking In The U.S. And Japan
Achieving a remarkable milestone emblematic of its renowned industrial strategy, Japan witnessed the rapid construction of an impressive $8.6 billion semiconductor facility.
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Geopolitical Semiconductors
Taiwan Semiconductor Manufacturing Co. (TSMC) recently announced its decision to expand its footprint in southern Japan with the addition of a second semiconductor factory, signaling a significant escalation in its investment strategy that now exceeds $20 billion.
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Mixed Picture
In January, the U.S. economy experienced a momentary slowdown following a period of vigorous growth witnessed towards the conclusion of the previous year, yet it continues to exhibit signs of fundamental robustness.
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China's Deflation Problem
In China, the situation of deflation is increasingly exacerbating, signaling a deeper economic downturn that could have adverse effects on the global economy.
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European Dystopia 2.0
Facing mounting pressures, the European Union is currently reassessing its ambitious strategy to significantly reduce greenhouse gas emissions.
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February 2024 - Commentary
In December, employers continued their trend of robust hiring, concluding a year marked by consistent and solid job market performance, a standout feature in an economy that is slowly cooling.
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Microsoft Leads The Way
In the recent quarter ending in December, Microsoft experienced its most significant profit surge in over two years, largely due to the rising interest in artificial intelligence which has significantly boosted the demand for its cloud services
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