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… 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. … 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… 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. … 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… 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,…
G20 Geopolitics
ECB September Rate Forecast
ARM IPO and Market Sentiment
Monetary Policy Outlook
Market Outlook Q4 2023
Chinese Government bans on Apple iPhones and New Huawei Chip
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