415 Articles 0 Followers
15 Aug 2025 3 minute read 1 comment Perfectionist25
Trump has signed another unprecedented rule, requiring Nvidia and AMD, which sell H20 and MI308 chips to China, respectively, to pay a 15% share of their revenue to the US government. The ethical and legal merits of this are debatable, but ultimately...
10 Aug 2025 2 minute read 0 comments Perfectionist25
Following the signing of agreements with Japan and ongoing talks with the European Union, the US has included three of its five largest trading partners in the agreements, citing an alternative perspective on global trade. While negotiations with Can...
8 Aug 2025 2 minute read 0 comments Perfectionist25
As of August 1, 2025, the US will enter a new era of tariffs that will shape global trade. This isn't just a technical change; it also represents a direct intervention in the global trading system. These changes have the potential to reshape global t...
7 Aug 2025 2 minute read 1 comment Perfectionist25
Recently, we have been witnessing significant paradigm shifts in the global economy. With Donald Trump's coming to office, the rules of the game in global trade have begun to change. The free trade promoted since the early 1980s is giving way to rela...
6 Aug 2025 2 minute read 0 comments Perfectionist25
In the first quarter of 2025, global debt broke a record, reaching $324 trillion. This represents a level exceeding approximately 320 percent of global GDP. As the world wallows in debt, budget deficits, interest payments, and re-borrowing costs are...
1 Aug 2025 1 minute read 5 comments Perfectionist25
"I think having an independent central bank is constitutional. In this process, we need to make difficult decisions. We need to make decisions based on the data we have, not political factors." Fed Chair Powell, amid Trump's harsh criticism of the Fe...
30 Jul 2025 3 minute read 0 comments Perfectionist25
This week is a macro week with extremely important events, including Fed and Bank of Japan meetings, key US employment data over multiple days, US growth, and PCE inflation data. Each of these developments/news items has the potential to cause signif...
27 Jul 2025 2 minute read 2 comments Perfectionist25
Brand loyalty programs have been used for years to encourage customer loyalty. However, the model of accumulating points, redeeming them by a specific date, and accessing limited products or services is no longer appealing to consumers. Renewed loyal...
25 Jul 2025 13 minute read 0 comments Perfectionist25
The first half of 2025 was a mix of storm and sunshine for US stock markets. During this period, investors were buffeted by the Trump administration's aggressive trade policies, personal outbursts, and surprise decisions, while simultaneously breathi...
14 Jul 2025 3 minute read 3 comments Perfectionist25
The rule-based liberal world order is collapsing and do you see a new order replacing it? How beautiful it used to be. There was a West. And an East. Everyone would choose someone according to their disposition. Then the East collapsed; only the West...
