An EU Industrial Policy to keep up with the US and China! Mario Draghi has called for a "new industrial strategy for Europe," emphasizing the need for the EU to increase annual investments by €800 billion to remain competitive against…
Pivitol Jobs Report will Impact Size of FED Rate Cuts The upcoming August employment report is crucial for the Federal Reserve's decision on interest rate cuts, expected in mid-September. While recent inflation data has shown a slowdown, concerns about a…
China's Geopolitical Play for the Global South The recent summit in Beijing gathered over 50 African leaders, where China’s President Xi Jinping emphasized China's role as a defender of developing nations against Western approaches. The event highlighted China's increasing influence…
Tariffs by EU on Chinese EVs sparks Potential Chinese Tariffs on Brandy Chinese authorities have decided not to impose provisional tariffs on EU-imported brandy, easing concerns among European producers amidst ongoing trade tensions. Despite a probe into potential dumping practices,…
Lofty Investor Expectations overshadow NVIDIA Earnings Report NVIDIA reported record quarterly revenue of $300 billion for Q2 FY (Fiscal Year) 2025, a 15% increase from the previous quarter and a 122% increase year-over-year. The company also achieved record Data Center…
Barring any Surprises Expect Market Expectations of Rate Cuts US Federal Reserve Chair Jerome Powell is preparing for a press conference following a Federal Open Market Committee (FOMC) meeting. Market expectations suggest that the Fed will start cutting interest rates…
A Continuation of Biden Policies with Pragmatism and Humanitarian Focus Vice President Kamala Harris is positioning herself as the presumptive Democratic presidential nominee, emphasizing her views on critical foreign policy issues amid increasing global tensions. Her stance reflects a continuation…
What the Ukrainian Offensive Means? Ukrainian forces have launched a significant offensive into Russia's Kursk province, marking a notable shift in the conflict after years of war. This bold move aims to regain initiative and morale, while also exposing vulnerabilities…
Gaza Plan and Broader Considerations The Biden administration is nearing a cease-fire deal aimed at halting major fighting in Gaza, facilitating the release of Israeli hostages, and increasing humanitarian aid for Palestinians. While a framework has been agreed upon, officials…
Unwind of Yen Funded Carry Trade will Continue The recent unwinding of the yen-funded carry trade, prompted by the Bank of Japan raising interest rates, has significantly impacted global markets. Analysts estimate that around $200 billion of this carry trade…
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