South Korea
Please join Chief Geopolitical/US Political Strategist, Matt Gertken, with special guest, Rodger Baker, Executive Director of Stratfor Center for Applied Geopolitics for a Webcast, Tuesday, December 10 at 2:00 PM EST, (7:00 PM GST, 8:00 PM CET).
South Korea Crisis: The Bigger Picture…
The global political system is destabilizing and the US will turn more hawkish in foreign policy, trade policy, or both, regardless of the election outcome. Tactically go long the dollar.
A Continued Cool Wind From the East…
Early Signs Of A Global Growth Relapse In September…
Semiconductors Distort The Message From Asian Trade…
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.
Asian Trade Suggests Strong Global Growth Momentum…