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.
Go Deeper (2 min read)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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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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European Dystopia 2.0
Facing mounting pressures, the European Union is currently reassessing its ambitious strategy to significantly reduce greenhouse gas emissions.
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