With CPI reports spiking to a 40-year high this year due in part to a global supply chain trainwreck from pandemic lockdowns and the subsequent cost-push inflation factor with a blistering pace of interest rate hikes via the Federal Reserve, economic data points are...
Seasoned investors and traders always seek out the latest and greatest opportunities on the horizon vs. immediate gratification from trading existing stocks and assets in financial markets. Just as hydrogen technology (Twitter thread) and commercial supersonic air...
The dollar (USD) continued its scorching rally and printed a 20-year high today following the release of a 9.1% YoY inflation surge and lifting near-term expectations that the Federal Reserve will pursue a hawkish monetary policy stance this month. Markets are pricing...
The just-in-time (JIT) supply chain that sustains the world’s addiction to semiconductors (chips or microchips) for electronic goods dipped further into the abyss last week as China ordered power cuts that shut down a broad swath of mainland electronics manufacturing...
The global semiconductor shortage has governments and the companies that fabricate chips and the machinery to build them racing to expand capacity to meet demand while staying ahead of technological advances (Moore’s Law). Some companies only design chips, while...