Author
Sebastien
Investment analyst at Gorgorus.
503 articles
Fed's Pivot
Federal Reserve Chair Jerome Powell indicated that the central bank is preparing to cut interest rates soon, aiming to prevent further weakening in the U.S. labor market.
26 Aug 2024
Trade War 2.0
China’s strategy to revive its struggling economy by supercharging its manufacturing sector is putting pressure on industries worldwide, stoking fears of a looming global trade war.
23 Aug 2024
Slowing Hiring
The period of intense hiring and record-low unemployment, which allowed millions of workers to find new opportunities, increase their wages, and reshape their careers, is giving way to a more typical market.
07 Aug 2024
Tenant Evictions Remain High in Many U.S. Cities
Tenant evictions remain at elevated levels in several U.S. cities, showing little sign of returning to pre-pandemic norms.
01 Aug 2024
Luxury Shame Hurting European Brands
In China, a notable shift in consumer behavior is underway as the country's affluent become increasingly cautious about displaying their wealth amidst economic challenges.
29 Jul 2024
A Rotation Into Value?
The Trump Trade is back in focus, as investors shift towards small-cap and 'old economy' stocks in a manner reminiscent of the trends seen during Donald Trump's 2016 presidential campaign.
24 Jul 2024
The Fed Is Getting More Confident
In a recent interview with the Wall Street Journal, New York Fed President John Williams provided an in-depth analysis of the current economic landscape, inflation trends, and the Federal Reserve's monetary policy.
22 Jul 2024
China's Shadow Debt
Economists estimate this off-the-books debt at $7 trillion to $11 trillion, about twice the size of China's central government debt.
16 Jul 2024
Government's Debt
In its annual report released Sunday, the Bank for International Settlements (BIS) urged governments worldwide to reduce borrowing to mitigate one of the most significant threats to global financial stability and support efforts to control inflation.
06 Jul 2024
Powell's Patient Summer
Federal Reserve Chair Jerome Powell expressed cautious optimism about the state of inflation and the potential for interest rate adjustments in the near future during a panel discussion with other central bankers at a conference in Portugal.
03 Jul 2024
The Fed Is In No Hurry
Federal Reserve Chair Jerome Powell has adopted a cautious stance regarding inflation forecasts and potential interest rate cuts, best summarized by the phrase “Trust, but verify.”
17 Jun 2024
ECB Cut Rates
The European Central Bank (ECB) has decreased interest rates by a quarter point, initiating a reversal of its historic rate increases.
12 Jun 2024
Exporting Deflation Might Not Work
China's factories unexpectedly contracted in May, ending a two-month period of growth and casting doubt on the country's export-driven strategy to rejuvenate its struggling economy.
01 Jun 2024
China's Routes
Chinese automakers are shifting their focus to global markets outside the U.S. following the Biden administration's decision to impose 100% tariffs on Chinese electric vehicles (EVs).
23 May 2024
It Is Cooling Down
Despite this slowdown, overall economic activity remains robust, and the moderation could be good news for investors, as it may pave the way for potential interest rate cuts by the Federal Reserve.
16 May 2024
Fed's Independence
The Federal Reserve faced significant challenges following World War II. Initially, it maintained low interest rates on U.S. debt as part of its wartime economic policy.
12 May 2024
China Shock 2.0
In an effort to boots its economic prospects, China is inundating global markets with inexpensive goods, marking a multitrillion-dollar continuation of the China shock that reverberated through global manufacturing over twenty years ago.
04 May 2024
China Surprises In Q1
China announced an uptick in its economic performance for the initial quarter of the year, primarily fueled by the government's intensified focus on boosting manufacturing activities.
27 Apr 2024
Samsung's $6.4 Billion Chip Grant
The U.S. government is awarding Samsung Electronics a grant of up to $6.4 billion to construct chip-making facilities in Texas.
25 Apr 2024
Deflation Is Also Sticky
Inflation in China has significantly decreased, sparking worries about potential deflation amidst signs of economic recovery driven by a manufacturing boom that's causing trade disputes internationally.
19 Apr 2024
