Global
LEIs Are Declining In A Majority Of Countries…
Central Banks Are Still Accumulating Gold…
Beige Book Shows Signs Of Slower Employment…
What To Watch
What To…
China Is Stockpiling High-End Memory Chips…
There has been a decoupling within the global semiconductor industry. Demand for AI and advanced chips has been booming. Yet, sales of legacy and non-AI semiconductors have failed to recover. Given their spectacular run-up, share prices of high-end and AI-chip producers might continue selling off even if their sales continue to grow rapidly.
Trade Wars Don’t Work In A Multipolar World…
August In Review
August In…
Savings Rate At 16-Year Low Casts Doubt On US Spending’s Sustainability…
Tokyo CPI Consistent With Further Policy Normalization…