Tenant evictions remain at elevated levels in several U.S. cities, showing little sign of returning to pre-pandemic norms.
Go Deeper (3 min read)Luxury Shame Hurting European Brands
In China, a notable shift in consumer behavior is underway as the country's affluent become increasingly cautious about displaying their wealth amidst economic challenges.
Go Deeper (2 min read)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.
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It Is Cooling Down
Despite this slowdown, overall economic activity remains robust, and the moderation could be good news for investors, as it may pave the way for potential interest rate cuts by the Federal Reserve.
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Fed's Independence
The Federal Reserve faced significant challenges following World War II. Initially, it maintained low interest rates on U.S. debt as part of its wartime economic policy.
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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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