Mega Themes
Short-Term US Consumer Inflation Expectations At Two-Year Low…
US Banking System Update…
Equity Exposure Near 19-Month High…
Will Volatility Rise Again…
The Message From Super-Duper Core Inflation…
Global semiconductor demand will continue contracting, even though the pace of decline will moderate in 2023H2. While demand has increased briskly for Artificial Intelligence-type semiconductors, this will not be enough to lift aggregate global chip sales out of contraction. While momentum could push Emerging Asian semiconductor stocks higher in the short term, their share prices are vulnerable to the downside due to shrinking demand.
The AI Euphoria Is Reaching Exhaustion…
Still Too Early To Take Equity Risk…
US Initial Jobless Claims Surge…
Eurozone Succumbs To A Technical Recession…