23 Jan 2024
If we do not have a recession, stocks tend to rally after the Fed cuts
If we do, however, they tend to decline They say the economy isn't the market, but in this example it could have a measurable impact on the outcome Source: Markets & Mayhem
23 Jan 2024
EXPERIENCE IS OVERRATED
Source: @createthisbiz on X, Martin Straub and Hrvoje PavisicHrvoje Pavisic on linkedin
23 Jan 2024
Luxury goods sector growth to slow down in 2024
Source: FT
23 Jan 2024
Taiwan semiconductor $TSM, the world's largest contract chip manufacturer, forecast 2024 revenue to grow more than 20% thanks to booming demands for high-end chips used in AI applications
Taiwan Semi's main customers include AMD $AMD, Nvidia $NVDA, Qualcomm $QCOM, Intel $INTC, Apple $AAPL, and Broadcom $AVGO. Source: Jesse Cohen
23 Jan 2024
China's real GDP is now further below its pre-COVID trend than after the 2008 crisis
Will they be tempted to opt for more mercantilism (and expansionism)? Source chart: Robin Brooks
23 Jan 2024
Japan is expected to be short 11 million workers by 2040
Source: Win Smart, FT
23 Jan 2024
The world's top 5 stock markets by market-cap. It has been a one-man show by the US
Note that India is moving into 4th position Source: Bloomberg, Michel A.Arouet
23 Jan 2024
India’s stock market has overtaken Hong Kong’s for the 1st time in another feat for the South Asian nation whose growth prospects & policy reforms have made it an investor darling
Source: Bloomberg, HolgerZ
