FED Reactive instead of Proactive to Data The Federal Reserve's decision to hold rates steady at 5.25 to 5.50% was expected. A rate cut in March was way too optimistic as well as the view that the FED would cut…
ECB Decision Keeps Rates on Hold The European Central Bank (ECB) recently announced its decision to keep interest rates unchanged, signaling its commitment to maintaining stability in the face of economic uncertainties. The ECB plays a crucial role in shaping…
Is there a looming AI bubble? Understanding the valuation of AI stocks is crucial for investors looking to capitalize on the burgeoning AI market. AI-related stocks have experienced a surge in interest and value, driven by the continuous innovations and…
Are Market Expectations Running Ahead of Economic Data? As we look ahead to the year 2024, there are several key factors that are expected to significantly influence the stock market and overall economic conditions. Understanding the impact of inflation, interest…
Geopolitical Risks Rise in 2024 The World Economic Forum (WEF) is set to focus on geopolitical risks as a central theme in its 2024 annual meeting at Davos, Switzerland. As the world grapples with economic uncertainty and global risks, the…
US and UK Consider Response to Houthi Attack The recent attack launched from Yemen by the Houthi group has once again brought the spotlight on the ongoing conflict in the region and its implications for global security. This article aims…
What to Expect - December CPI Report To get a better idea of inflation in the US, it is good to compare US inflation with other major economies. The OECD CPI Data clearly shows that the food price pressue in…
How Chinese EV Dominance a Threatens Global Markets? China's rapid growth in the electric vehicle (EV) sector has been a significant topic of interest globally. The emergence of Chinese EV manufacturers and their increasing dominance in the market has sparked…
How Taiwan 2024 Elections Test Geopolitical Status Quo The 2024 Taiwan presidential election holds significant importance as it not only determines the next president of Taiwan but also has broader implications on Taiwan's geopolitical status, cross-strait relations, and global dynamics…
What are the prospects for reduced geopolitical risk in 2024? The key drivers of geopolitical risk are the Russian-Ukrainian War, Israeli-Hamas Conflict and friction between the US and China. We see a mixed picture on the drivers of geopolitical risk…
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