How do oil prices factor into inflation? Oil prices play a significant role in the global economy, with its impact reaching far beyond the energy sector. Fluctuations in oil prices can have a profound effect on inflation rates, influencing consumer…
Post G20 Geopolitical Implications The geopolical implations post the G20 meeting in India are important. Our analyis highlights several important areas to monitor. Inclusion of the African Union (AU) and the proposal for a middle east transport corrider to connect…
ECB Expected to Raise Rates Our view is with the market, with a majority (66%) in this case that sees the ECB raising rates. Economists are split evenly on this. After 9 consecutive rate hikes, rates have gone up and…
ARM IPO and AI Boom The ARM IPO (Initial Public Offering) is currently valued at $54.5 and how this plays out will have implications beyond this IPO. This will potentially affect the AI Boom (or Hype). Softbank, the Japanese investment…
Short-term Divergence in Monetary Policy Expected The US economy is currently the best positioned of the major economies. In contrast, Europe has the Ukraine-Russian war plus week demand in China. Unlike other areas, European data on inflation is mixed puts…
Our outlook is that that the combination of over-priced markets, AI-hype, and geo-political risk will mean a correction sometime in September or October. This is is based on the recent escalation of geo-political risk between China and the US on…
The geopolitical landscape is becoming a significant concern for both Apple and Huawei. The ongoing trade war between the U.S. and China is a primary source of this risk. Apple, an American company, and Huawei, a Chinese firm, are caught…
The Consumer Price Index (CPI) is one of the most important economic indicators used to measure inflation. It provides valuable insights into the changes in prices of goods and services over a period of time. The CPI is released monthly…
In recent years, the property market in China has experienced significant growth and has become a vital part of the country's economy. However, there are increasing concerns about the risks associated with the market, especially in light of the current…
China has recently slipped into a period of deflation. This has raised concerns among economists and policymakers about the state of China's economy and its implications for global trade. In this article, we will explore the concept of deflation, its…
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