A Rotation Into Value?
The Trump Trade is back in focus, as investors shift towards small-cap and 'old economy' stocks in a manner reminiscent of the trends seen during Donald Trump's 2016 presidential campaign.
Go Deeper (3 min read)The Fed Is Getting More Confident
In a recent interview with the Wall Street Journal, New York Fed President John Williams provided an in-depth analysis of the current economic landscape, inflation trends, and the Federal Reserve's monetary policy.
Go Deeper (2 min read)China's Shadow Debt
Economists estimate this off-the-books debt at $7 trillion to $11 trillion, about twice the size of China's central government debt.
Go Deeper (3 min read)Government's Debt
In its annual report released Sunday, the Bank for International Settlements (BIS) urged governments worldwide to reduce borrowing to mitigate one of the most significant threats to global financial stability and support efforts to control inflation.
Go Deeper (3 min read)June 2024 - Commentary
Federal Reserve Chair Jerome Powell expressed cautious optimism about the state of inflation and the potential for interest rate adjustments in the near future during a panel discussion with other central bankers at a conference in Portugal.
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China Shock 2.0
In an effort to boots its economic prospects, China is inundating global markets with inexpensive goods, marking a multitrillion-dollar continuation of the China shock that reverberated through global manufacturing over twenty years ago.
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April 2024 - Commentary
China announced an uptick in its economic performance for the initial quarter of the year, primarily fueled by the government's intensified focus on boosting manufacturing activities.
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Samsung's $6.4 Billion Chip Grant
The U.S. government is awarding Samsung Electronics a grant of up to $6.4 billion to construct chip-making facilities in Texas.
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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.
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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.
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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.
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