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Taiwan Tensions Will Speed Up US-China Decoupling
Tension in the East and preparations in the West for secessionWhile China-Taiwan tensions increase the alarms for another war, the US already started preparing for separation. On Tuesday this week, President Biden signed the CHIPS act to become law a...
Loonie Strengthening with Oil and a weaker US dollar
EIA hikes 2022 demand expectationsUSDCAD has been falling since July 14 with a weakening US dollar and it continued with more pace in recent days as Oil started to increase and the USD got weaker with US inflation slowing.Easing inflation will reduce...
Inflation data under the microscope
A 75 bps rate hike estimate at the next meeting remains unchanged!While the market had a positive reaction in the first hours after inflation data was published, looking at the numbers with more precision shows that being over-optimistic is a bit ear...
Inflation in the US and China
Chinese producer inflation hit the 17-months lowToday's market focus is on inflation numbers. Earlier today Chinese inflation numbers have published, and now it is the US turn. Chinese consumer and producer price indicators for July, both were l...
Global Economic Outlook | August 2022
Jackson Hole instead of Central Banks! Despite initial expectations that August could be a quiet month, mixed data from China and overall Asian economies on one hand and US data on other hand changed the environment in the first days of August. And...