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25 May 2026 2 minute read 0 comments Perfectionist25
Following the China-US talks, the future of Taiwan's chip industry is creating a critical area of uncertainty for the automotive sector. While relative stability in the supply chain may be possible in the short term, geopolitical risks could contin...
24 May 2026 1 minute read 0 comments Perfectionist25
Following President Trump's visit to China, comments were made such as, "The Chinese won't invest in the US while China is still there," and "The US doesn't want Chinese companies to invest and grow in strategic areas." Chinese companies alone (witho...
22 May 2026 2 minute read 0 comments Perfectionist25
One of the most dangerous scenarios in global macroeconomics, and one that central banks fear most, is currently unfolding in bond markets. Breaking it down step by step and in its simplest form, the picture that emerges clearly reveals the predicame...
21 May 2026 3 minute read 0 comments Perfectionist25
In the age of artificial intelligence, ‘monitoring the monitor’ cannot be left to a single actor. The issue needs to be viewed through the lens of a constantly re-establishing balance between technological progress, democracy, and ethics. Who will mo...
19 May 2026 3 minute read 0 comments Perfectionist25
The concept of "Chimerica" was first used in 2006 by historian Niall Ferguson and economist Moritz Schularick to describe the intricate relationship between China and the United States. According to them, the relationship between the two countries...
16 May 2026 1 minute read 0 comments Perfectionist25
US manufacturing data may signal the start of a bull run for Bitcoin. TheRealPlanC, creator of the Bitcoin Quantile Model and a Bitcoin researcher, calls the rally of recent years a "semi-bull season" because it lacked a solid macroeconomic foundatio...
14 May 2026 2 minute read 0 comments Perfectionist25
With Powell handing over the reins to the new chairman, Warsh, on May 15th, the market will re-evaluate his familiar communication style and monetary policy framework. But do historical data offer any clues as to what a new Fed chairman means for the...
12 May 2026 4 minute read 0 comments Perfectionist25
The saying attributed to Napoleon, "Do not awaken the Chinese dragon, for when it awakens it will shake the world," has for some time been complemented by the question, "How can the dragon be calmed when it awakens?" The Western world is undecided be...
11 May 2026 1 minute read 0 comments Perfectionist25
I think what will happen is this: assuming an agreement can be reached—which is actually doubtful—let's say one way or another, risk appetite will return to the market. In fact, we can say it already has. In that case, semiconductor and chip manufact...
8 May 2026 2 minute read 2 comments Perfectionist25
As Jerome Powell's era draws to a close, the US Federal Reserve is undergoing a radical doctrinal shift. In his final meeting, Powell closed the door on interest rate cuts, citing energy prices and the Middle East crisis as reasons for core inflation...
