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.
Go Deeper (2 min read)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.
Go Deeper (4 min read)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.
Go Deeper (3 min read)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.
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A Soft Landing On 6% Deficit
American politicians are increasingly inclined to stimulate the economy with substantial government funding, a trend that has begun to elevate borrowing costs and is expected to maintain them at elevated levels well beyond the current inflation crisis.
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The Fed Is In No Hurry
Despite recent data indicating strong inflation and job growth in January, the Federal Reserve maintains its perspective that it might lower interest rates later in the year.
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Chinese Travellers On Tight Budgets
During the recent Lunar New Year holiday, an unprecedented number of Chinese travelers embarked on journeys, setting a new record for domestic travel during this festive period.
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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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