November 20, 2023 | Mexico’s economy is bustling, with auto exports and manufacturing production at unprecedented levels.
Why It Matters: The rapid shift to friend-shoring is is underway. This likely spells great economic news for Mexico and other Latin American countries.
Source: SoberLook
...November 20, 2023 | Presidents Xi and Biden met this week, aiming to reduce tension after years of rising strains.
Why It Matters: Rebuilding this relationship is key. The U.S. needs consensus on geopolitical issues in Ukraine and Israel, while China aims to revive its slowing economy. Source: SoberLook
...June 12 2023 | Three massive emerging market economies are in disinflationary mode: China, India, and Brazil. Why It Matters: A continuing slowing pace of inflation could be good news for stocks as they react more to changes in inflation rather than its actual level. Source: Gavekal
...June 5 2023 | Credit default swaps on a potential U.S. default collapse as Republicans & Democrats come together to pass the debt ceiling. Why It Matters: This couldn’t have happened without bipartisan support. So, our government can actually compromise. Source: thedailyshot
...June 5 2023 | With the debt ceiling in the rearview, the U.S. Treasury needs to rebuild its cash levels. Why It Matters: U.S. Treasury’s cash spending added market liquidity. However, rebuilding its cash balance could have the opposite effect and may spike near-term volatility. Source: Gavekal
...June 5 2023 | The Fed’s inflation gauge just ticked ever-so-slightly higher. Why It Matters: Not the ideal scenario. We need inflation to keep trending downward. Otherwise, it’ll give the Fed reason to keep hiking rates. Source: Torsten Slok
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