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.
Go Deeper (2 min read)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.
Go Deeper (2 min read)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.
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Office Real Estate Hasn't Collapsed
Owners of office buildings have been facing tough times since the Covid-19 pandemic began emptying their properties in early 2020.
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Waller Economics 2.0
Two years ago, Federal Reserve Governor Christopher Waller proposed a groundbreaking economic strategy that suggested the Federal Reserve could successfully reduce inflation.
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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.
Go Deeper (3 min read)
