Author
Sebastien
Investment analyst at Gorgorus.
503 articles
Day One (+ Gorgorus's Take)
President-elect Donald Trump is preparing to issue a series of executive orders immediately after his inauguration, leveraging executive authority to prioritize key policies related to immigration, energy, and government reform
20 Jan 2025
A Strong Labour Market
The U.S. labor market continues to show signs of strength, offering relief to households and businesses but raising concerns within financial markets as the Fed might be forced to significantly reduce the pace of its rate reductions.
14 Jan 2025
Rates Reductions Can Wait
A Federal Reserve official highlighted that the decision to lower interest rates last month was considered a “close call” due to notable shifts in the economic outlook compared to four months ago when rate cuts began.
10 Jan 2025
The Federal Reserve's New Phase
Investors were rattled on Wednesday after Federal Reserve Chair Jerome Powell suggested a pause in rate cuts and hinted that the total number of reductions might be less than expected.
19 Dec 2024
U.S. Money Managers Win Big
The global asset management industry is undergoing a profound shift as US-based financial giants dominate the UK and European markets.
17 Dec 2024
China's Very Slow Recovery
China’s consumer price growth slowed in November, reflecting weak domestic demand despite Beijing’s push to revive spending.
11 Dec 2024
China Floods The World
A deluge of cheap Chinese goods sweeping across the developing world is straining relationships between China and the Global South, complicating Beijing's efforts to build alliances amidst escalating trade tensions with the U.S.
04 Dec 2024
Luxury Brands Lose 50 Million Customers in Two Years
The luxury goods sector grapples with a significant decline in its customer base. Over the past two years, the industry has lost around 50 million customers, marking the first contraction in shopper numbers in decades.
29 Nov 2024
The Fed Is Patient
Federal Reserve Chair Jerome Powell emphasized on Thursday that the current strength in the U.S. economy allows the central bank to adopt a measured approach to interest rate cuts.
18 Nov 2024
Big Tech's AI Spending Surge
Big Tech's capital spending is projected to surpass $200 billion this year, with further increases anticipated in 2025.
13 Nov 2024
Is Germany's Model Broken?
Germany’s economy is facing an unprecedented crisis that has shaken its core industrial sectors and threatened its political stability.
07 Nov 2024
Office Slump Might Be Over
As companies increasingly mandate employees' return to the office, the U.S. office market might be experiencing a cautious resurgence after years of pandemic-induced upheaval.
30 Oct 2024
U.S. Home Sales Remain Weak
The U.S. housing market is facing its most challenging year in nearly three decades. Sales of existing homes in 2024 are projected to be the lowest since 1995, marking the second consecutive year of sluggish activity.
24 Oct 2024
Dealmaking Powers Banks
Goldman Sachs posted a stellar third-quarter profit, marking a 45% surge, thanks to the favorable conditions created by lower interest rates and a stable economy.
17 Oct 2024
A Broad Rally
In recent weeks, several under-the-radar sectors have been propelling the stock market higher, setting the stage for a test of their resilience. The S&P 500 has gained 21% this year, with tech giants and their AI ambitions fueling the first-half surge.
09 Oct 2024
Fed Chair Powell Signals Further Rate Cuts
Federal Reserve Chair Jerome Powell confirmed on Monday that the central bank plans to continue lowering interest rates in a bid to sustain economic growth and promote hiring.
01 Oct 2024
China's Weak Economy Gets A Boost
In an unprecedented move aimed at invigorating China's weakening economy and reviving a sluggish stock market, the People's Bank of China (PBOC) has rolled out a comprehensive set of policy measures.
24 Sept 2024
The Federal Reserve's Rate Cuts
The Federal Reserve is set to cut interest rates on Wednesday, a move that will gradually ripple through the economy over time.
16 Sept 2024
America's Wallet
Despite inflation, Americans have more money in the bank than in 2019 and only slightly more credit card debt relative to income. However, they don't necessarily feel better off than they did before the pandemic, inflation, and rising interest rates.
10 Sept 2024
China's Struggles
China's economy is grappling with a severe downturn, marked by a real estate crisis that has made consumers cautious and businesses hesitant.
04 Sept 2024
