Author
Sebastien
Investment analyst at Gorgorus.
503 articles
Nearshoring With A Global Impact
Major technology companies from the United States are shifting their focus towards Mexico for the production of artificial intelligence (AI) equipment, moving away from their previous reliance on China.
14 Apr 2024
Inflation Is Sticky
Achieving a decisive victory over inflation is turning out to be more elusive than previously anticipated, presenting a significant challenge for central banks worldwide and casting doubt among markets.
10 Apr 2024
Spending Doesn't Cool Down
Despite the economic uncertainty, Americans are continuing to spend, challenging the expectations of many business leaders about consumer behavior in slower economic times.
02 Apr 2024
Chipmaking In The U.S. And Japan
Achieving a remarkable milestone emblematic of its renowned industrial strategy, Japan witnessed the rapid construction of an impressive $8.6 billion semiconductor facility.
30 Mar 2024
The Job Market Is Cooling
The U.S. employment market showed signs of slowing down in February, with a slight decline in job availability, as indicated by the latest employment trends index.
24 Mar 2024
Office Real Estate Hasn't Collapsed
Owners of office buildings have been facing tough times since the Covid-19 pandemic began emptying their properties in early 2020.
22 Mar 2024
Waller Economics 2.0
Two years ago, Federal Reserve Governor Christopher Waller proposed a groundbreaking economic strategy that suggested the Federal Reserve could successfully reduce inflation.
15 Mar 2024
A Soft Landing On 6% Deficit
American politicians are increasingly inclined to stimulate the economy with substantial government funding, a trend that has begun to elevate borrowing costs and is expected to maintain them at elevated levels well beyond the current inflation crisis.
11 Mar 2024
The Fed Is In No Hurry
Despite recent data indicating strong inflation and job growth in January, the Federal Reserve maintains its perspective that it might lower interest rates later in the year.
07 Mar 2024
Chinese Travellers On Tight Budgets
During the recent Lunar New Year holiday, an unprecedented number of Chinese travelers embarked on journeys, setting a new record for domestic travel during this festive period.
28 Feb 2024
Geopolitical Semiconductors
Taiwan Semiconductor Manufacturing Co. (TSMC) recently announced its decision to expand its footprint in southern Japan with the addition of a second semiconductor factory, signaling a significant escalation in its investment strategy that now exceeds $20 billion.
25 Feb 2024
Mixed Picture
In January, the U.S. economy experienced a momentary slowdown following a period of vigorous growth witnessed towards the conclusion of the previous year, yet it continues to exhibit signs of fundamental robustness.
21 Feb 2024
China's Deflation Problem
In China, the situation of deflation is increasingly exacerbating, signaling a deeper economic downturn that could have adverse effects on the global economy.
18 Feb 2024
European Dystopia 2.0
Facing mounting pressures, the European Union is currently reassessing its ambitious strategy to significantly reduce greenhouse gas emissions.
14 Feb 2024
A Year Of 216k-A-Month Jobs
In December, employers continued their trend of robust hiring, concluding a year marked by consistent and solid job market performance, a standout feature in an economy that is slowly cooling.
10 Feb 2024
Microsoft Leads The Way
In the recent quarter ending in December, Microsoft experienced its most significant profit surge in over two years, largely due to the rising interest in artificial intelligence which has significantly boosted the demand for its cloud services
07 Feb 2024
Consumers Are More Optimistic
The overall outlook of Americans on the economy has seen a substantial improvement recently.
02 Feb 2024
Casey's Compounds Quietly In The Midwest
In the following articles, we analyse stocks that demonstrate steady growth potential and reasonable valuation. Our focus is on stocks with strong balance sheets, emphasising their capacity to sustain long-term growth.
29 Jan 2024
Apple Slows Down In China
In an unusual move, Apple is implementing notable discounts on its products in China, including the most recent iPhone models.
26 Jan 2024
Investing For The Next 10 Years
The narrative surrounding the end of globalization in the wake of COVID-19, particularly concerning China, seems to be more of a misconception than a reality.
24 Jan 2024
