China’s recent economic challenges stem from various factors, creating a mix of low consumer confidence, struggling markets, and significant monetary […]

Several asset classes have recently seen drastic shifts in performance. Long-dated US treasuries have rallied, with bond proxies such as

Since the first quarter of 2023, U.S. households, firms, and the government have been consuming more capital than they are

In recent years, China has undertaken a significant shift in its economic priorities, moving away from policies that emphasize GDP

Over recent years, consumer spending has played a vital role in balancing China’s cyclical economic swings, smoothing the fluctuations in

Japan’s current economic and demographic situation significant global implications, particularly regarding labor shortages, inflation, and interest rate trends. Japan has

On Friday, the People’s Bank of China (PBoC) failed to meet market expectations by not cutting policy interest rates. However,

I had a chat with Senior Analyst at Goldman Sachs yesterday. Below is the summary of that conversation and of

In the current landscape of global finance, the use of commodity derivatives, particularly in gold and silver, has been a

Monetary Policy Shift and Rate Cuts On September 18th, a major shift in U.S. monetary policy took place when the

The Fed’s aggressive 50 basis point (bp) rate cut suggests three major consequences, each of which could have bearish effects

Recent economic indicators present a paradox in the assessment of the U.S. economy’s health. While traditional signs point towards economic