June 2024 - Commentary
Federal Reserve Chair Jerome Powell expressed cautious optimism about the state of inflation and the potential for interest rate adjustments in the near future during a panel discussion with other central bankers at a conference in Portugal.
Go Deeper (3 min read)The Fed Is In No Hurry
Federal Reserve Chair Jerome Powell has adopted a cautious stance regarding inflation forecasts and potential interest rate cuts, best summarized by the phrase “Trust, but verify.”
Go Deeper (2 min read)ECB Cut Rates
The European Central Bank (ECB) has decreased interest rates by a quarter point, initiating a reversal of its historic rate increases.
Go Deeper (3 min read)Exporting Deflation Might Not Work
China's factories unexpectedly contracted in May, ending a two-month period of growth and casting doubt on the country's export-driven strategy to rejuvenate its struggling economy.
Go Deeper (3 min read)China's Routes
Chinese automakers are shifting their focus to global markets outside the U.S. following the Biden administration's decision to impose 100% tariffs on Chinese electric vehicles (EVs).
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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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Inflation Is Sticky
Achieving a decisive victory over inflation is turning out to be more elusive than previously anticipated, presenting a significant challenge for central banks worldwide and casting doubt among markets.
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Spending Doesn't Cool Down
Despite the economic uncertainty, Americans are continuing to spend, challenging the expectations of many business leaders about consumer behavior in slower economic times.
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Chipmaking In The U.S. And Japan
Achieving a remarkable milestone emblematic of its renowned industrial strategy, Japan witnessed the rapid construction of an impressive $8.6 billion semiconductor facility.
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March 2024 - Commentary
The U.S. employment market showed signs of slowing down in February, with a slight decline in job availability, as indicated by the latest employment trends index.
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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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