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2022-05-01This macro report focuses on the global supply chain issues and semiconductor microchip shortages in response to persistent demands of U.S. tech titans.
2022-05-30 09:32:00 Monday ET
The new semiconductor microchip demand-supply imbalance remains quite severe for the U.S. tech and auto industries. Our current fundamental macro a
2019-08-05 13:30:00 Monday ET
China continues to sell U.S. Treasury bonds amid Sino-U.S. trade truce uncertainty. In mid-2019, China reduces its U.S. Treasury bond positions by $20.5 bil
2018-06-11 07:44:00 Monday ET
Facebook, Apple, Amazon, Netflix, and Google (FAANG) have been the motor of the S&P 500 stock market index. Several economic media commentators contend
2024-05-05 10:31:00 Sunday ET
Stock Synopsis: Pharmaceutical post-pandemic patent development cycle In terms of stock market valuation, the major pharmaceutical sector remains at its
2018-01-19 11:32:00 Friday ET
Most major economies grow with great synchronicity several years after the global financial crisis. These economies experience high stock market valuation,
2023-10-28 12:29:00 Saturday ET
Paul Morland suggests that demographic changes lead to modern economic growth in the current world. Paul Morland (2019) The human tide: how