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Short shortages - in charts
10 Feb 2022 - Rory GreenThe pandemic demand shift and supply mismatch catalysed a surge in global goods inflation. The supply side is improving to meet the new Covid-19 demand reality just as DM consumers transition to services spending..
#Central Banks #Inflation #Eurozone #Fiscal Policy #Semiconductors
Evergrande China growth contagion
27 Sep 2021 - Rory GreenEvergrande is collapsing. China’s second-largest developer by sales and largest in terms of total debt and liabilities is no longer a viable business. The extent of the macro and market spill-overs both on the Mainland.
#China #Fiscal Policy #Commodities #Evergrande
Chip Famine and the new OPEC
19 Feb 2021 - Rory GreenSurging demand for semiconductors is putting pressure on vehicle production and US-China relations. Taiwan and Korea are the prime beneficiaries, insatiable demand for their exports and rising prices adds conviction to.
#Trade War #China #Technology #OPEC #Semiconductors #Geopolitics
Geopolitical Spotlight shifts to semiconductors - the new oil
10 Feb 2021 - Rory GreenThe structural shift in demand for semiconductors moves the focus of global geopolitics and finance from the Persian Gulf to the South China Sea. The rapid acceleration of the “internet of things”, to-date and to-come,.
#China #Oil & Gas #OPEC #Semiconductors #Geopolitics
Digital RMB - a new type of stimulus
23 Oct 2020 - Rory GreenBoth the Fed and the ECB have grabbed headlines recently with talk of central bank digital currencies (CBDC). But of all CBDC projects currently in the works, it is the one by the People’s Bank of China that is nearest.
#China #Stimulus #People's Bank of China #Digital RMB #Cryptocurrency
Looking through Korea’s second wave
28 Aug 2020 - Rory GreenSecond wave does not change our positive Korean economy, equity, or FX position. Since April, we picked Korea as a relative outperformer due to three core factors: Virus containment success Tech heavy exports profiting.
#Covid19 #South Korea
