August 2023 - Commentary
In an unprecedented move, the Federal Reserve has elevated interest rates to their highest point in 22 years.
Go Deeper (3 min read)Going Long On China?
Researchers at JPMorgan Chase estimated last month that China's overall debt, encompassing households, companies, and the government, had surged to 282% of the country's annual economic output.
Go Deeper (2 min read)Investing Idea #2
In the following articles, we analyze stocks that demonstrate steady growth potential and reasonable valuation. Our focus is on stocks with strong balance sheets, emphasizing their capacity to sustain long-term growth.
Go Deeper (3 min read)Deflation? The First Signs
China's economy has entered a period of deflation as consumer prices experienced their first decline since early 2021.
Go Deeper (4 min read)A $ 12 Trillion Problem
China's "basket of measures" to address the risks posed by local government debt is anticipated to encompass a range of strategies, including special bond issuance, debt swaps, loan extensions, and a measure that Beijing has been reluctant to embrace: tapping into the central budget.
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July 2023 - Commentary
Inflation's grip on the American economy appears to be loosening after more than two years of relentless pressure.
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Corporate Debt Starts To Bite
The mounting threat of corporate debt defaults has long been downplayed by resilient credit markets, but the situation is taking a concerning turn as more companies face downgrades to junk credit ratings, leading to higher borrowing costs.
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U.S.-Dollar Falls
The dollar has witnessed a significant decline of nearly 13% against a basket of currencies since reaching a two-decade high last year, reaching its lowest point in 15 months.
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Inflation Is Getting Under Control
According to the latest report from the Labor Department on Wednesday, consumer prices in June rose by a mere 3% compared to the previous year - the smallest annual increase since March 2021.
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Deflationary Forces Build Up
Consumer prices in China approached the brink of deflation, intensifying the need for policymakers to implement additional stimulus measures to revive sluggish demand.
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Threads, The Twitter Killer?
Meta Platforms, the parent company of Facebook, made a bold move on Wednesday by launching Threads, a direct competitor to Twitter.
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