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.
Go Deeper (4 min read)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.
Go Deeper (3 min read)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.
Go Deeper (2 min read)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.
Go Deeper (3 min read)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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Apple Slows Down In China
In an unusual move, Apple is implementing notable discounts on its products in China, including the most recent iPhone models.
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Investing For The Next 10 Years
The narrative surrounding the end of globalization in the wake of COVID-19, particularly concerning China, seems to be more of a misconception than a reality.
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Mortgages Are Easing
Over the past two years, a major factor that had been driving mortgage rates upwards is now contributing to their decrease.
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The Tricky Real Estate Business
Office vacancy rates in major U.S. cities have reached their highest levels since at least 1979, according to Moody’s Analytics.
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January 2024 - Commentary
During their last month's decision to maintain interest rates, Federal Reserve officials initially thought they were concluding their phase of rate hikes.
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Big-Tech Monopoly
In 2024, a series of high-profile U.S. antitrust cases against leading technology companies, notably Google and Meta Platforms, are poised to reach pivotal conclusions.
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