ASML near all time high
ASML (ASML NA) confirmed once again the bull trend by breaking 700 to the upside. Next level to keep an eye is all time high 777.50. Source : Bloomberg
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
EXPERIENCE IS OVERRATED
Source: @createthisbiz on X, Martin Straub and Hrvoje PavisicHrvoje Pavisic on linkedin
Luxury goods sector growth to slow down in 2024
Source: FT
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
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
Low-Cost carriers are world's least-polluting airlines
The low-cost business model that democratized air travel in recent decades has now become an unlikely template for reducing pollution. That’s because budget airlines’ obsession with lowering weight in order to save fuel also happens to produce the best emissions metrics in the skies.
Source Bloomberg, Envest Global
Japan is expected to be short 11 million workers by 2040
Source: Win Smart, FT
